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November 2018

Market Insight

November 8, 2018 @ 6:00 pm - 9:00 pm
DuPont Country Club, 1001 Rockland Rd,
Wilmington, DE 19803 United States
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Come join us for dinner and get a head start on the market with one of the industry’s brightest minds.

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December 2018

Wealth Webinar Series – Year End Tax Planning

December 12, 2018 @ 12:00 pm - 12:30 pm
Tax Planning Webinar

  Please join us for our last webinar of the year where we will discuss year end tax planning with actionable items. Click here to register https://register.gotowebinar.com/register/101976798969562370   Subscribe to Blog Download Download

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Wine Dinner

December 13, 2018 @ 6:00 pm - 8:00 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. Perhaps you have a friend, neighbor, or coworker that is an executive, working professional or pre/post retiree that could benefit from our knowledge on such subjects, just as you have.  If so, we look forward to meeting them and invite you both to join us.

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February 2019

Wine Dinner

February 7, 2019 @ 6:00 pm - 9:00 pm
University and Whist Club, 805 N Broom St.
Wilmington, DE 19806 United States
+ Google Map
Wine Dinner

Our best clients are people like you! That’s why we like to create opportunities for our clients to bring a guest to share a fun night with great wine, delicious food and new friends.

This event is intended to be a social evening with our clients and your guests who you think would benefit from meeting us. Perhaps you have a friend, neighbor, or coworker that is an executive, working professional or pre/post retiree that could benefit from our knowledge on such subjects, just as you have.  If so, we look forward to meeting them and invite you both to join us:

Thursday, February 7th, 2019
6-9pm
The University and Whist Club

Seating is limited. RSVP and guest(s) information are required to secure your reservation. Click the link below to RSVP online. For more information or assistance, please call Kelley Seeney at 302-765-3500 or email [email protected] .

Find out more »

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

February 13, 2019 @ 12:00 pm - 12:30 pm
Lifelong Advisors advisory team

Diversified’s very own Investment Specialist, Mike Horwath, will be discussing 2018's market performance and the economic and market outlook.

Find out more »

April 2019

Webinar – Healthcare In Retirement

April 10, 2019 @ 12:00 pm - 12:30 pm
Healthcare in Retirement, Diversified

We would like to invite you to register for Diversified's Healthcare in Retirement webinar on Wednesday, April 10th from 12-12:30pm.

In this webinar, we will discuss the important considerations regarding the costs of health insurance into retirement.

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Diversified’s Bring a Guest Ladies’ Night

April 11, 2019 @ 6:00 pm - 9:00 pm
Board & Brush Creative Studio, 331 Wilmington Pike, Unit E Suite 4
Glen Mills, Pennsylvania 19342
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Do you have a friend, neighbor or co worker that you think would benefit from what we do? If so, this event is a great opportunity to make an introduction that may be as impactful in their lives as it has been in yours. Join us for a fun night at the Board & Brush Creative Studio, were we will be distressing, painting and designing our own wood sign! Each guest will leave with a beautiful, classic wooden piece to adorn her walls!

All materials and light fare will be provided.

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June 2019

Webinar – The Basics of Asset Protection Planning

June 12, 2019 @ 12:00 pm - 12:30 pm
Webinar Asset Protection Planning
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Wine Dinner

June 12, 2019 @ 6:00 pm - 9:00 pm
University and Whist Club, 805 N Broom St.
Wilmington, DE 19806 United States
+ Google Map

Our best clients are people like you! That’s why we like to create opportunities for our clients to bring a guest to share a fun night with great wine, delicious food and new friends.

This event is intended to be a social evening with our clients and your guests who you think would benefit from meeting us. Perhaps you have a friend, neighbor, or coworker that is an executive, working professional or pre/post retiree that could benefit from our knowledge on such subjects, just as you have.  If so, we look forward to meeting them and invite you both to join us:

Wednesday, June 12th, 2019
6-9pm
The University and Whist Club

Seating is limited. RSVP and guest(s) information are required to secure your reservation. Click the link below to RSVP online. For more information or assistance, please call Kelley Seeney at 302-765-3500 or email [email protected] .

Find out more »

August 2019

Webinar – Mid Year Market Review

August 14, 2019 @ 12:00 pm - 12:30 pm

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 14th from 12-12:30pm. Diversified’s very own Investment Specialist, Mike Horwath, will be discussing the year’s market performance and the economic and market outlook. Click here to Register

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September 2019

Wine Dinner

September 12, 2019 @ 6:00 pm - 9:00 pm
University and Whist Club, 805 N Broom St.
Wilmington, DE 19806 United States
+ Google Map

Our best clients are people like you! That’s why we like to create opportunities for our clients to bring a guest to share a fun night with great wine, delicious food and new friends.

This event is intended to be a social evening with our clients and your guests who you think would benefit from meeting us. Perhaps you have a friend, neighbor, or coworker that is an executive, working professional or pre/post retiree that could benefit from our knowledge on such subjects, just as you have.  If so, we look forward to meeting them and invite you both to join us:

Thursday, September 12th, 2019
6-9pm
The University and Whist Club

Seating is limited. RSVP and guest(s) information are required to secure your reservation. Click the link below to RSVP online. For more information or assistance, please call Kelley Seeney at 302-765-3500 or email [email protected] .

Find out more »

October 2019

Webinar – The Building Blocks of Our Investment Philosophy

October 9, 2019 @ 12:00 pm - 12:30 pm

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 The Building Blocks of Our Investment Philosophy webinar on Wednesday, October 9th from 12-12:30pm. Diversified’s very own Chief Investment Specialist, Mike Horwath, will walk us through the foundation of the Diversified investment philosophy and strategies. Click here to Register

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November 2019

Market Insight

November 7, 2019 @ 6:00 pm - 9:00 pm
University and Whist Club, 805 N Broom St.
Wilmington, DE 19806 United States
+ Google Map

Come join us for dinner and get a head start on the market with one of the industry’s brightest minds.

Find out more »

December 2019

Wealth Webinar Series – Seven Year-End Tax Planning Tips

December 12, 2019 @ 12:00 pm - 12:30 pm
Tax Planning Webinar

Please join us for our last webinar of the year where we will discuss year end tax planning with actionable items.

Find out more »

Wine Dinner

December 12, 2019 @ 6:00 pm - 9:00 pm
University and Whist Club, 805 N Broom St.
Wilmington, DE 19806 United States
+ Google Map

Our best clients are people like you! That’s why we like to create opportunities for our clients to bring a guest to share a fun night with great wine, delicious food and new friends.

This event is intended to be a social evening with our clients and your guests who you think would benefit from meeting us. Perhaps you have a friend, neighbor, or coworker that is an executive, working professional or pre/post retiree that could benefit from our knowledge on such subjects, just as you have.  If so, we look forward to meeting them and invite you both to join us:

Thursday, December 12th, 2019
6-9pm
The University and Whist Club

Seating is limited. RSVP and guest(s) information are required to secure your reservation. Click the link below to RSVP online. For more information or assistance, please call Kelley Seeney at 302-765-3500 or email [email protected] .

Find out more »

January 2020

Retirement Seminar

January 30, 2020 @ 6:00 pm - 9:00 pm
DuPont Country Club, 1001 Rockland Rd,
Wilmington, DE 19803 United States
+ Google Map

You are invited to our upcoming seminar - Navigating Retirement with Lifelong Advisors. This seminar will be focused on helping you understand the complexities of retirement planning. Seminar details: When: Thursday, January 30th , 2020 Time: 6:00 PM (light fare and refreshments will be provided) Location: DuPont Country Club Address: 1001 Rockland Rd. Wilmington, DE 19803 Some of the areas of planning we will discuss: Curves of Retirement - What do your curves look like? Pension Planning - What are your options and what risks…

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February 2020

Retirement Seminar

February 4, 2020 @ 6:00 pm - 9:00 pm
DuPont Country Club, 1001 Rockland Rd,
Wilmington, DE 19803 United States
+ Google Map

You are invited to our upcoming seminar - Navigating Retirement with Lifelong Advisors. This seminar will be focused on helping you understand the complexities of retirement planning. Seminar details: When: Tuesday, February 4th , 2020 Time: 6:00 PM (light fare and refreshments will be provided) Location: DuPont Country Club Address: 1001 Rockland Rd. Wilmington, DE 19803 Some of the areas of planning we will discuss: Curves of Retirement - What do your curves look like? Pension Planning - What are your options and what risks…

Find out more »

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

February 12, 2020 @ 12:00 pm - 12:30 pm
Lifelong Advisors advisory team

Diversified’s very own Chief Investment Officer, Mike Horwath, will be discussing 2019's market performance and the economic and market outlook.

Find out more »

March 2020

Bring a Guest Wine Dinner

March 12, 2020 @ 6:00 pm - 9:00 pm
University and Whist Club, 805 N Broom St.
Wilmington, DE 19806 United States
+ Google Map

Our best clients are people like you! That’s why we like to create opportunities for our clients to bring a guest to share a fun night with great wine, delicious food and new friends.

This event is intended to be a social evening with our clients and your guests who you think would benefit from meeting us. Perhaps you have a friend, neighbor, or coworker that is an executive, working professional or pre/post retiree that could benefit from our knowledge on such subjects, just as you have.  If so, we look forward to meeting them and invite you both to join us:

Thursday, March 12th 2020
6-9pm
The University and Whist Club

Seating is limited. RSVP and guest(s) information are required to secure your reservation. Click the link below to RSVP online. For more information or assistance, please call Kelley Seeney at 302-765-3500 or email [email protected] .

Find out more »

June 2020

Estate Planning in the Wake of a Pandemic

June 3, 2020 @ 12:00 pm - 12:30 pm
Estate Planning Process, Diversified Wealth

Please join us for the next installment of our Wealth Webinar Series,  Estate Planning in the Wake of a Pandemic, on Wednesday, June 3rd from 12-12:30pm. During this webinar, we will discuss the importance of an estate plan, explain how to complete an estate plan remotely, the importance of a Living Will/POA and some tricks along the way. Click here to register!

Find out more »

July 2020

Webinar – Quarterly Market Update

July 23, 2020 @ 12:00 pm - 12:15 pm

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 Thursday, July 23rd from 12-12:15pm. Diversified’s very own Chief Investment Officer, Mike Horwath, will be discussing the past quarter’s market performance and the economic and market outlook. Click Here to Register: https://attendee.gotowebinar.com/register/897187601919721741

Find out more »

October 2020

Virtual Bring a Guest Wine Tasting

October 21, 2020 @ 6:00 pm - 7:30 pm

You’ve asked, we’ve answered!  We know many of you have become accustomed to our bring a guest (friend, colleague etc.) wine tastings.  Sadly, with the pandemic we’ve had to take a bit of a hiatus, but we have good news. We’re taking it virtual.  That’s right, wait no more! We’ve hired Brian Freedman, from wine and food magazine, to host a virtual wine and cheese pairing from the comfort of your home.  We know it won’t be quite the same…

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Diversified’s 10th Annual Market Insight Event – How Might the U.S. Election Influence Markets?

October 27, 2020 @ 6:00 pm - 7:30 pm

Come Join us for Our 10th Annual Market Insight Event: How Might the U.S. Election Influence Markets?! Featuring: Susan R. Olson Vice President – Government Relations Natixis Investment Managers Date: Tuesday, October 27th, 2020 Time: 6:00pm-7:30pm Click here to Register

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March 2021

Webinar – Understanding the Mortgage Market

March 24 @ 12:00 pm - 1:00 pm

Join us for our webinar where Matt Lieberman, the Senior Mortgage Banker at Apex Home Loans, will guide us in understanding the Mortgage Market. Our Topics will Include: What Drives Interest Rates? Refinancing Strategies The Impact of Interest Rates on Purchasing Power Purchasing a Second Home Click Here to Register!

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April 2021

Virtual Bring a Guest Wine Tasting

April 14

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

We’ve hired Robert Mondavi Winery to host a virtual wine and cheese pairing from the comfort of your home.  We know it won’t be quite the same as doing it person, but why wine about it 😊!

Find out more »
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