An Invitation to Take Pride In Your Money

David Treece, MBA, AIF®, CLTC® |

I’m a gay man and fearless LGBTQ+ financial advocate who has helped hundreds of LGBTQ+ clients over the past 30 years, and I want to help you, too.  

I’m excited to introduce Take Pride in Your Money, my unique online course on LGBTQ+ financial planning.

Claim the power of your LGBTQ+ dollars!

“Money is power …

… and we need to use it wisely."

This course will help you make more empowered financial and life-planning decisions for yourself and your loved ones so you can stand up for yourself as an LGBTQ+ person, do what is in your best interest, not have fear, not be mistreated or go back into the closet.  I’ll share my powerful advocacy stories.

I invite you to invest a little time and money with me to ensure that you, too, can plan for and enjoy your big gay retirement.

Take Pride in Your Money gives you the information you need to address all aspects of your financial wellness and security in retirement including legal documents, Social Security, aging issues, and all the emotional issues around money.  You should feel more in control of your money after taking this course.  It could even put some money in your pocket with benefits you might not know you can get.

As Bette Davis is famously quoted as saying, “Old age is no place for sissies”. 

Through sharing real-life client stories, I’ll give you the strength to take on the money issues you may be putting off, in denial about, or just overlooking.  

From funding a long-term care plan to exploring inclusive older adult housing options, you’ll have the answers, solutions, and resources you need to continue living out loud, proud, and in control.

Learn more.