Informational Seminars

We’re committed to helping you make informed decisions about your financial future. We invite all clients, referrals and visitors to attend our events.

Diversified Planning Strategies Seminars

At Diversified Planning Strategies, we hold informational seminars for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our seminars include guest speakers and special activities, as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar.

Our Calendar of Events

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Can your portfolio handle the stress of retirement? - Your Portfolio Stress Test

Get a full understanding of the amount of risk, fees and loss exposure within your current portfolio.

Investment advisory services offered through AE Wealth Management, LLC, an SEC Registered Investment Adviser.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Diversified Planning Strategies, LLC is not endorsed by nor affiliated with these media outlets.

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