Our Calendar

January 16, 2012 - Crozer Chester Medical Center Pediatric Residents, Chester, PA, "Strategies for Physicians" presented by Hardik Shah, CFP®, ChFC®, CLTC, and Brian Theibault.

12:15 pm

email - brian.theibault@dsfg.com for additional information.

January 26, 2012 - Upper Chesapeake, Bel Air, MD, "Wealth Preservation through Asset Protection and Tax Strategies" presented by Shaun Jones, CFP®, CFS, and Hardik Shah, CFP®, ChFC®, CLTC. Hosted by Peter Bradshaw and Ketul Mody at Bellissimo of Bel Air, MD.

Registration at 6:30 pm

email - peter.bradshaw@dsfg.com for additional information.

February 7, 2012 - JP Morgan, "IRA Distribution Planning" presented by Shaun Jones, CFP®, CFS. Hosted by Peter Bradshaw at Diamond State Financial Group.

Noon Luncheon

email - peter.bradshaw@dsfg.com for additional information.

February 7 & 8, 2012 - Delaware Farmers, UD Cooperative Extension (Kent County - 2/7; Sussex County - 2/8), "Protection and Estate Planning" presented by Todd Roselle, CLTC, ChFC®, CFP® and Jarrett Morris, CLTC, ChFC®, CFP®.

9 am and 12 noon

email - john.roselle@dsfg.com for additional information.

February 15, 2012 - Diamond State Financial Group Firm Event, "2012 Annual State of the Markets" held at the Christiana Hilton.

6:00 - 8:00 pm

email - carol.york@dsfg.com for additional information.

February 16, 2012 - DAPI, "Wealth Preservation through Asset Protection and Tax Strategies" presented by Hardik Shah, CLTC, ChFC®, CFP®. Hosted by Ketul Mody at Palace of Asia, Wilmington, DE.

Registration at 6:30 pm

email - ketul.mody@dsfg.com for additional information.

February 21, 2012 - Bay Health, Dover, DE, "Wealth Preservation through Asset Protection and Tax Strategies" presented by Shaun Jones, CFP®, CFS. Hosted by Peter Bradshaw at Wild Quail County Club, Dover, DE.

Registration at 6:30 pm

email - peter.bradshaw@dsfg.com for additional information.

February 22, 2012 - Bay Health, Dover, DE, "Wealth Preservation through Asset Protection and Tax Strategies" presented by Shaun Jones, CFP®, CFS. Hosted by Peter Bradshaw and Paul Jones at Michele's, Dover, DE.

Registration at 6:30 pm

email - peter.bradshaw@dsfg.com for additional information.

March 28 and April 4, 2012 - UMD Engineers, University of Maryland, "Five Fundamentals of Wealth Management" presented by Brian Theibault and Merrick Heller.

12:15 pm

email - brian.theibault@dsfg.com for additional information.

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Contact Info

111 Continental Drive, Suite 306
Newark, DE 19713
Map and Directions

Phone: (302) 366-0366
Fax: (302) 454-9405

Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC.

Diamond State Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Diamond State Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Diamond State Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.