Events

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...

Passport to Retirement: AL

Passport to Retirement contains something for everyone, addressing the financial issues that may be an obstacle to your retirement. Led by a Certified Financial Planner, the information you learn will serve you throughout your lifetime.  Here’s what’s included: Determine the amount of money you need to retire Understand how inflation can impact your retirement planning decisions Select the retirement plan distribution choice that is right for you Plan your retirement income to preserve a comfortable standard of living Transfer the risk of potential financial losses before or...

Retire with Purpose: Protect, Preserve and Pass on Your Wealth

Retire with Purpose: Protect, Preserve and Pass on Your Wealth

Market Insight Event Wilmington, DE 2025

You’re invited to join us on Thursday, November 13th, at 6 pm for our annual Market Insight Event. We’ll provide insight into current economic conditions, a recap of 2025, and a forward look into 2026. You’ll enjoy dinner and drinks during the event. This event will be moderated by Andrew Rosen. Our panel includes Diversified’s CIO Mike Horwath and Meera Pandit, Executive Director at JP Morgan. Learn more about Meera here. We look forward to providing you with an evening...

Wilmington, DE Bring a Guest Wine Dinner, December 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!   December 10th, 2025 6-9 pm At Diversified’s Office – in our downstairs wine room and event space 3705 Concord Pike,...

Retirement Planning Today: GA

      Register Here: Save Your Seat!

Retirement Planning Today MA

      Register Here: Save Your Seat! Join our waitlist:Our next session will take place in April  

Wilmington Wine Dinner: Feb

4 Strategies for a Smarter College Search!

With the landscape of college admissions and financial aid constantly shifting, it’s crucial for parents and students to stay informed and adapt their strategies. Join Diversified and national college search expert, Cozy Wittman, from College Inside Track, for an insightful workshop on the latest trends and changes in college admissions. This session will provide essential information to help your family navigate the college search process with confidence. Key Topics will include: Changing Admission Trends Standardized Test Requirements Scholarships and how to find them Fit and how...

Quarterly Investment Webinar April 2026

Join us for a quarterly recap of the markets and a look ahead to what's next with Chief Investment Officer Mike Horwath. Apr 9, 2026 12:00 PM Eastern Time (US and Canada) https://us02web.zoom.us/webinar/register/3017661600048/WN_YaQd-1IvRBS3w-Z_l16b6w