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The Diamond Group hosts meaningful discussions while bringing people together to increase their knowledge and share insights in a casual and interactive setting.

Join us and hear form our special guest speakers as they share tips that may help you design and prepare for your desired retirement lifestyle.

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The Power of Advanced Estate Planning-&#160;<br/>Building Your Legacy for Generational Wealth

The Power of Advanced Estate Planning- 
Building Your Legacy for Generational Wealth

Friday April 12, 2024 @ 11AM-1PM

Have you explored all your options when it comes to managing your estate and the legacy you want to build? Have you heard the latest provisions that may impact your estate and legacy strategies?

Please join us, with our special guest, Atty. Robert Silverman as he shares his knowledge and key insights for your Advanced Estate Planning strategies that may help support your financial goals for today and for your future generations.

Prepare for a healthier future

Prepare for a healthier future

Friday May 17, 2024 @ 11AM-1PM

Americans are living longer than ever, which is a good thing. It also makes long-term care planning more important than ever. For many Americans, healthcare cost is a major source of consideration as they plan for retirement. Many retirees and pre-retirees may overlook medical care in retirement—costs that can increase every year.

We believe it is critical to include healthcare costs in your long-term retirement strategy as medical expenses may change the course of your overall retirement. The good news is there are many strategies that may help you be better prepared.