Events

Our Events

Aug 12 2025
August 12, 2025
  • 12:00 pm
  • Zoom

Webinar: What the One Big Beautiful Bill Act Means for You and Your Finances

Big changes are coming that could impact your taxes, retirement plans, and overall financial strategy. Join Ed Lynch, CPA at Diversified Tax, and Max Berger, CFP®, for a clear, client-friendly breakdown of the One Big Beautiful Bill Act (2025 Budget Reconciliation Bill). They’ll walk you through what’s changing—like tax rates, deductions, and estate planning rules—and what it could mean for your personal finances. Whether you're planning for retirement, managing investments, or just want to stay informed, this session will help...

Aug 20 2025
August 20, 2025
  • 1:00 pm
  • Zoom

Webinar: Financial Foundations—A Guide for Young Adults Starting Out

Getting started with money can feel overwhelming—but it doesn’t have to be. In this beginner-friendly webinar, Max Berger, CFP®, will break down the financial basics every young adult should know. Whether you’re just out of high school, recently graduated from college, or starting your first job, you’ll learn how to make smart money decisions from day one. Topics include budgeting, understanding 401(k) plans and employer matching, the power of compounding interest, tackling student loans, and the differences between stocks and...

Sep 30 2025
September 30, 2025
  • 06:00 pm
  • 3705 Concord Pike, Wilmington DE 19803

Wilmington, DE Bring a Guest Wine Dinner, September 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! September 30th, 2025 6-9 pm At Diversified’s Office – in our downstairs wine room and event space 3705 Concord...