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....

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,...

Jun 18 2025
June 18, 2025
  • 12:00 pm
  • Zoom

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,...

Jun 18 2025
June 18, 2025
  • 07:00 pm
  • Regions Field 1401 1st Ave S, Birmingham, AL 35233

Join us for a Baron’s Game!

Take me out to the ballgame! Join Christian and Tyler for a fun night of baseball, food, and good company! Wednesday, June 18th Game time is 7 pm Concourse Suite RSVP Below by June 10th ...