Menu

Upcoming Events

Learn more about our event below.

Back to Events Page

Events

Life insurance in estate and financial planning

Life Insurance in Estate and Financial Planning

Join Michael Salad, Esquire as he provides insight into how to use life insurance in estate and financial planning. He’ll review irrevocable life insurance trusts for insurance policies, including hybrid long-term care as well as survivor policies. This webinar will also include tips on how insurance can be used to pay taxes at death, with information on estate tax and generation-skipping transfer tax.

featured image for blogs 1160x665(58)(1)

Steps Toward a Healthier You & Family with Lindsay Rosen

Join Registered Dietician Lindsay Rosen in the final installment of our health webinar series, where she will discuss the steps we can take towards a healthier you and a healthier family. Find out more about Lindsay at her website www.nutritionbybru.com or on Instagram at @nutritionbybru.

Load More

Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. The content on this website is not intended to provide tax, legal, or accounting advice, and you are advised to seek out qualified professionals that provide advice on these issues for your individual circumstances.

Financial planning and Investment advisory services offered through Diversified, LLC. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Diversified, LLC are not affiliated companies.

Diversified, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Diversified only transacts business in states in which it is properly registered or is excluded or exempted from registration.  A copy of Diversified’s current written disclosure brochure which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. Diversified does not provide tax or legal advice and individuals should seek the advice of their own tax or legal advisors for specific information regarding their situations. Investments in securities involve risk, including the possible loss of principal. The information on this website is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.

www.finra.org | www.sipc.org | Privacy Policy