Events

Our Events

Mar 19 2025
March 19, 2025
  • 1:00PM
  • Zoom

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 Date: March 19, 2025⏰ Time: 1pm Eastern Location: Live Online Webinar 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 Wealth Advisor, for an insightful webinar designed to help retirees and pre-retirees navigate the complexities of RMDs and IRMAA....

May 17 2025
May 17, 2025
  • 12:00PM
  • Levante Brewery, West Chester PA

Pups & Pints Happy Hour

🐶🍻Bring a Guest to our Pups & Pints: Dog-Friendly Happy Hour at Levante Brewery! 🍻🐶 Do you have a friend, neighbor, or co-worker that you think would benefit from our services? If so, this event is a great way to make an introduction that may be as impactful in their lives as it has been in yours. No business will be discussed; it’s just a fun afternoon with great beer, food, and company! 📅 Date: Saturday, May 17th⏰ Time: 12:00 PM –...

Jun 11 2025
June 11, 2025
  • 06:00 PM
  • Diversified LLC 3705 Concord Pike, Wilmington, DE 19803

Bring a Guest Wine Tasting – June 2025

Diversified’s Bring-a-Guest Wine Dinner Do you have a friend, neighbor, or co-worker that you think would benefit from our services? If so, this event is a great way to make an introduction that may be as impactful in their lives as it has been in yours. No business will be discussed except wine business; it’s just a fun evening with great wine, food, and company! June 11th, 2025 6-9 pm At Diversified’s Office – in our downstairs wine room and event space 3705 Concord Pike,...