Events

Shredding Event

Pittsburgh Family Friendly Picnic

  Join us for a family friendly picnic on Sunday, May 3rd, from 12:30 pm - 2:30 pm in our Wexford Office. Mingle with the team you know and love and meet new faces from the Diversified Family! The whole family is welcome!     Mingle with your team: Bob Bruce, CIMA®, CIMC®, AIF® Scott Bruce, CFP® Stacey Brady, ABFP™ Megan Corona, FPQP® President, Senior Wealth Advisor, Senior Partner Andrew Rosen, CFP®, CEP®

Wilmington Wine Dinner: May 2026

Quarterly Investment Webinar July 2026

Join us for a quarterly recap of the markets and a look ahead to what's next with our investment team. Jul 16, 2026 11:00 am Eastern Time (US and Canada) https://us02web.zoom.us/webinar/register/WN_TMRo2A3uT1uYaWoHEUP8bg    

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! Thursday, July 30th at 6:30pm (game starts at 7pm) Concourse suite at Regions Field 1401 1st Ave S Birmingham, AL 35233 Feel free to bring the family and/or a friend! Just make sure you include them on the RSVP to make sure they have a ticket!Registration for this event has ended. 

Webinar: Discover Retirement Coaching with Beth Petrie

Retirement is one of life's most significant transitions, and Beth Petrie of Leadership Excellence Coaching is here to help guide you through it. Through non-financial retirement planning with Beth, you'll define five key pillars: Purpose Identity Relationships Structure Wellbeing In this introduction to retirement coaching, Beth will walk you through what non-financial retirement coaching is and how you might benefit from support during your transition to retirement. Register here: https://us02web.zoom.us/webinar/register/5417798998516/WN_4g3WcuTTSMO4qI37M1Gi_A Learn more about Beth here

Wilmington Wine Dinner: October 2026

Bring a Guest to Narcisi Winery!

Join us on Sunday, October 18th at Narcisi Winery for wine, food and a festive fall atmosphere with your Diversified team! We'll be in pavilion A from 12 pm to 4 pm - use the form below to RSVP by October 3rd.

Quarterly Investment Webinar October 2026

Join us for a quarterly recap of the markets and a look ahead to what's next with our investment team. Oct 8, 2026 12:00 PM Eastern Time (US and Canada) https://us02web.zoom.us/webinar/register/WN_06BvWispRAK8UwEV_qsVyw

Market Insight Event Wilmington 2026

You’re invited to join us on Thursday, November 12th, at 6 pm for our annual Market Insight Event. We’ll provide insight into current economic conditions, a recap of 2026, and a forward look into 2027. You’ll enjoy dinner and drinks during the event. This event will be moderated by Andrew Rosen. Our panel includes Diversified’s CIO Scott Lavelle and Garrett Melson, Portfolio Manager from Natixis. Learn more about Garrett here. We look forward to providing you with an...