Events

March 19, 20252025/03/19 1:00PM

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 19, 20252025/05/19 1:00 pm

Spring into Tax Planning with Ed Lynch

Spring into tax planning with a live webinar with CPA Ed Lynch. This webinar will also be recorded and available on demand. May 19th, 1 pm Eastern Register Here: https://us02web.zoom.us/webinar/register/5717454979721/WN_FnH8CJSCSyGazxxIY6VtrA

June 5, 20252025/06/05 06:00 pm

Bring a Guest Wine Dinner – Wayne Office

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 5th, 2025 6-8:30 pm Seasons 52 160 N Gulph Road King of Prussia, PA, 19406 Dress Code: Business Casual RSVP by May...

June 11, 20252025/06/11 06:00 PM

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,...

June 18, 20252025/06/18 12:00 pm

The Power of Purpose and Meaning as We Age

The Power of Purpose and Meaning as We Age Retirement isn’t about checking out—it’s about tuning in. Discover how a clear sense of purpose and meaning fuels better health, greater joy, and a deeper sense of fulfillment. Jun 18, 2025 12:00 PM Eastern Time (US and Canada)

Register Below:

https://us02web.zoom.us/webinar/register/3317455046928/WN_oULuTo-2Q4uj9UI-jB4F3g

Learn more about Dr. Karen Midyet: Dr. Karen Midyet, Psy.D. Meet Your Non-Financial Retirement Coach: A Partner in Purposeful Aging With over 45 years of experience as a clinical psychologist, aging specialist, and life coach,...

June 18, 20252025/06/18 07:00 pm

Bring a Guest to a Baron’s Game!

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. Join us for a fun evening of baseball and good company! Wednesday, June 18th Game time is 7 pm Concourse Suite RSVP Below by June 5th ...