Webinar: 2025 Tax Changes and Tips with Ed Lynch of Diversified Tax Copy
Join us for a live webinar on January 13th, 2025 at 1 pm eastern as we’ll learn upcoming tax changes and tips with Ed Lynch of Diversified Tax. Register in advance:
Learn more about our event below.
Join us for a live webinar on January 13th, 2025 at 1 pm eastern as we’ll learn upcoming tax changes and tips with Ed Lynch of Diversified Tax. Register in advance:
Webinar: Planning for RMDs & Avoiding IRMAA in Retirement Presented by Clark T. Schweitzer, CFP® – Senior Wealth Advisor 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 […]
Annual Shred and Electronic Recycling Event Friday, April 25, 2025 11:00 am until 1:00 pm 11:00 – 1:00 pm shred truck on site In our parking lot: 4400 North Point Pkwy, Suite 190, Alpharetta, GA, 30022 Phone: 678-990-0012 Refreshments, Secure Shredding and Electronic Recycling What’s Accepted? Paper (no cardboard), computers (desktops and laptops), printers, scanners, […]
Join us for a wine dinner at Diversified LLC in Wilmington DE.
You’ve asked, we’ve answered! We’re hosting another virtual wine tasting!
Bring a guest and enjoy a night of delicious wine courtesy of Frog’s Leap Winery – either together at your home, or virtually from your own homes.
Join us for a quarterly recap of the markets and a look ahead to what’s next with Chief Investment Officer Mike Horwath.
Join us for a quarterly recap of the markets and a look ahead to what’s next with Chief Investment Officer Mike Horwath.
Join us for a quarterly recap of the markets and a look ahead to what’s next with Chief Investment Officer Mike Horwath.
Join us for a quarterly recap of the markets and a look ahead to what’s next with Chief Investment Officer Mike Horwath.