Event & Communication Calendar
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Upcoming Events

Webinar: RMD Planning and IRMAA with Diversified’s Clark Schweitzer
Webinar: Planning for RMDs & Avoiding IRMAA in Retirement Presented by Clark T. Schweitzer, CFP® – Senior Wealth Advisor Are you prepared for Required Minimum Distributions (RMDs) and their impact on your retirement taxes? Do you know how to manage your income to avoid unexpected Medicare premium surcharges (IRMAA)? Join Clark T. Schweitzer, CFP®, Senior […]

Quarterly Investment Webinar April 2025
Join us for a quarterly recap of the markets and a look ahead to what’s next with Chief Investment Officer Mike Horwath.

Bring a Guest Wine Tasting – April 2025
Join us for a wine dinner at Diversified LLC in Wilmington DE.

CELEBRATE EARTH DAY!
Annual Shred and Electronic Recycling Event Friday, April 25, 2025 11:00 am until 1:00 pm 11:00 – 1:00 pm shred truck on site In our parking lot: 4400 North Point Pkwy, Suite 190, Alpharetta, GA, 30022 Phone: 678-990-0012 Refreshments, Secure Shredding and Electronic Recycling What’s Accepted? Paper (no cardboard), computers (desktops and laptops), printers, scanners, […]
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