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April 2017

Bridging the Gap – Health Insurance for the Retiree Breakfast Event

April 13, 2017 @ 8:00 am - 10:00 am
Hollywood Grill, 1811 Concord Pike
Wilmington, DE 19803 United States
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Healthcare Breakfast Event

Come join us for breakfast, and hear our healthcare expert speak about healthcare into retirement.

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May 2017

Client Picnic

May 21, 2017 @ 12:00 pm - 2:00 pm
Brantwyn Estate, 600 Rockland Road
Wilmington, DE 19801 United States
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Client Picnic

All of our clients & families are invited to join us for lunch and outdoor games at the Brantwyn estate.

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June 2017

Wine Dinner

June 7, 2017 @ 6:00 pm - 9:00 pm
University and Whist Club, 805 N Broom St.
Wilmington, DE 19806 United States
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Wine Tasting

Bring a guest to our wine dinner where we pair great food and wine for a very fun evening.

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July 2017

Golf Lesson & Happy Hour

July 13, 2017 @ 4:30 pm - 7:00 pm
DuPont Country Club, 1001 Rockland Rd,
Wilmington, DE 19803 United States
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Join us for a small group lesson focused on putting followed by happy hour on the terrace at the DuPont Country Club.

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August 2017

Webinar – Mid Year Market Review

August 16, 2017 @ 10:00 am - 10:45 am

In the spirit of continually evolving our business and providing you with maximum value, we would like to invite you to register for Diversified's Mid Year Market Review webinar on Wednesday, August 16th from 10-10:45 am. Diversified’s very own Investment Specialist, Mike Horwath, will be discussing the year’s market performance and the economic and market outlook.

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September 2017

Wine Dinner

September 13, 2017 @ 6:00 pm - 9:00 pm
University and Whist Club, 805 N Broom St.
Wilmington, DE 19806 United States
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Wine Tasting

Bring a guest to our wine dinner where we pair great food and wine for a very fun evening.

Find out more »
December 2017

Wine Dinner

December 7, 2017 @ 6:00 pm - 9:00 pm
University and Whist Club, 805 N Broom St.
Wilmington, DE 19806 United States
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Bring a guest to our wine dinner where we pair great food and wine for a very fun evening.

Find out more »
January 2018

Webinar – The New Tax Plan and Its Effect on Me

January 31 @ 12:00 pm - 12:45 pm

Please register for Diversified's Webinar - The New Tax Plan and Its Effect on Me on Jan 31, 2018 12:00 PM EST at: https://attendee.gotowebinar.com/register/266752904320811523 We will be hosting a webinar to review the new tax plan presented by Dean Mioli, the Director of Investment Planning for the SEI Advisor Network. After registering, you will receive a confirmation email containing information about joining the webinar.

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February 2018

Wealth Webinar Series – A Year in Review and the Year Ahead

February 14 @ 12:00 pm - 12:30 pm
Lifelong Advisors advisory team

Diversified’s very own Investment Specialist, Mike Horwath, will be discussing 2017's market performance and the economic and market outlook.

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Wine Dinner

February 22 @ 6:00 pm - 9:00 pm
University and Whist Club, 805 N Broom St.
Wilmington, DE 19806 United States
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Bring a guest to our wine dinner where we pair great food and wine for a very fun evening.

Find out more »
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