Events

Our Events

Apr 24 2026
April 24, 2026
  • 11:00 am
  • 4400 North Point Pkwy Suite 190 Alpharetta, GA 30022

Shredding Event

May 03 2026
May 3, 2026
  • 12:30
  • 104 Bradford Road, Wexford PA 15090

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®

Jul 30 2026
July 30, 2026
  • 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!   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!

Sep 16 2026
September 16, 2026
  • 12:00 pm
  • Zoom

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