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Virtual Vino – Bring a Guest Wine Tasting

Diversified Lifelong Advisors
Virtual

Reserve Your Spot!

You’ve asked, we’ve answered!  We’re hosting another virtual bring a guest (friend, colleague, etc.) wine tasting!

 

The Details:

Guest(s): A guest is required to attend. Spouses are invited but will not count as your guest.

When: The Evening of Wednesday, July 14th

Logistics: All we’ll need from you is the name, mailing address, phone number, and email address of both you and your guest by June 29th, and we’ll take care of shipping the wine directly to your door. Please also note if you will be attending together or in your separate homes. Due to the restrictions of virtual meetings, we’re limiting this to the first 30 entities. So, it’s first come first serve.

Bring a Guest: This event has two purposes. One is as an appreciation event to you, our valued clients, and friends.  The second is to meet another potential client you think we can help out with our services, especially given these uncertain times.  We appreciate your continued belief in what we do and the value we drive. 

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.