Events
David Treece and Team Treece are committed to ensuring you stay up to date on the latest economic news and emerging financial trends. We offer community-based events to help you better understand Social Security and Medicare benefits, insurance, annuities, investment strategies, and more. There is never any obligation, and no products or services are sold. Events are for financial educational purposes only.
Upcoming Events
10/20 Estate Planning Webinar: Life, Death & Unfinished Business
Most estate planning programs focus on what you should do while alive: create a will, consider a trust, choose a power of attorney, and make sure your beneficiaries are up to date. Those things matter. But what happens when someone actually dies? Attend to get your own affairs organized—and help leave a clear plan for the financial and administrative work that follows when someone dies.
Aging in Pages Book Group | Living Resistance: An Indigenous Vision for Seeking Wholeness Every Day
This discussion centers on wholeness, balance, and living with intention. Curtice offers a perspective that challenges hustle culture and invites us to rethink aging as a daily practice of care—for ourselves, our communities, and the world.
10/28 Estate Planning Webinar: Life, Death & Unfinished Business
Most estate planning programs focus on what you should do while alive: create a will, consider a trust, choose a power of attorney, and make sure your beneficiaries are up to date. Those things matter. But what happens when someone actually dies? Attend to get your own affairs organized—and help leave a clear plan for the financial and administrative work that follows when someone dies.
Aging in Pages Book Group | Sum: Forty Tales from the Afterlives
At once funny, wistful and unsettling, Sum is a dazzling exploration of unexpected afterlives—each presented as a vignette that offers a stunning lens through which to see ourselves in the here and now.
Aging in Pages Book Group | Aging in Place Using Universal Design
Practical, empowering, and timely. This session focuses on how thoughtful design supports independence, safety, and dignity at every age. We'll talk about real-world ways to make homes —and lives—work better over time.
Past Events
September 15, 2026
10:00a - 11:00a
Zoom
Treece Talk Live: Don’t “Fall” Into the Gap with Insurance & Investments
September is Life Insurance Awareness Month, making it a great time to ask: Does your coverage still fit your life? Join Financial Advisor David Treece for practical tips to review your insurance, uncover potential coverage gaps, and make sure your protection keeps pace with changing financial needs and goals. David will also break down the latest market reports and economic conditions, along with what’s worth watching as we enter Q4 and approach the end of 2026.
August 19, 2026
7:00p - 8:00p
Zoom
Aging in Pages Book Group: We Can Do Hard Things: Answers to Life’s 20 Questions
Life gets complicated. Aging can make it feel even more so. This candid, compassionate book tackles big questions about change, identity, courage, and growth. Expect a conversation that’s real, affirming, and deeply human.
August 18, 2026
10:00a - 11:00a
Zoom
Treece Talk Live: Black Swans, Bigger Bills & Better Planning
Unexpected market events. Rising everyday costs. Constant headlines competing for your attention. How do you know what really matters—and what actions, if any, you should take? Join David Treece for a timely market report that cuts through the noise with practical insights.
The views stated in this webinar are not necessarily the opinion of Cetera Advisors LLC. Due to market volatility, opinions are subject to change without notice.
July 14, 2026
10:00a - 11:00a
Zoom
Treece Talk Live: Mid-Year Market Outlook
Join David for his monthly market update where he provides his analysis of the latest market news and shares practical financial strategy tips to help you stay ahead.
June 10, 2026
1:00p - 2:30p
Zoom
La Vida Pride | Queer End of Life Planning | Pleasure, Presence & Power: Queer Intimacy at End-of-Life
What happens to desire when the body changes? Is it still OK to want? How do we talk about sex, touch, and pleasure when facing serious illness or the end of life? Join TreeceFi's La Vida Pride LGBTQ+ initiative and Stonewall Village NYC for an innovative LGBTQ+-serving webinar series exploring mortality, caregiving, and grief through a queer and trans-affirming lens.
Cetera Advisors LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Sarah Miller is not affiliated or registered with Cetera Advisors LLC. Any information provided by Sarah Miller is in no way related to Cetera Advisors or its registered representatives.
June 9, 2026
10:00a - 11:00a
Zoom
Treece Talk Live: June Market News & Views
David will explore how major forces like war, inflation, recession, and risk are shaping today's markets and what that means for your money.
The views stated in this webinar are not necessarily the opinion of Cetera Advisors LLC. Due to market volatility, opinions are subject to change without notice.
May 13, 2026
Zoom
La Vida Pride | Queer End of Life Planning | Grief Without Graves: Queer Mourning Beyond Death
What would collective healing look like if we made space for every kind of queer loss—not just the ones with headstones? This session explores disenfranchised grief and collective mourning, offering space to name, witness, and begin to heal these often-invisible losses.
May 12, 2026
10:43a - 11:00a
Zoom
Treece Talk Live: May? May Not? Making Sense of the Markets
David will explore how major forces like war, inflation, recession and risk are shaping today’s markets—and what that means for your money.
The views stated in this webinar are not necessarily the opinion of Cetera Advisors LLC. Due to market volatility, opinions are subject to change without notice.
April 14, 2026
10:00a - 11:00a
Zoom
Treece Talk Live: April Market News & Views
Join Financial Advisor David Treece for his unique perspectives on the latest market news and savvy financial strategy tips.
April 8, 2026
1:03p - 2:30p
Zoom
La Vida Pride | Queer End of Life Planning | Until Your Last Queer Breath: End-of-Life Financial & Estate Planning
What does it take to ensure our queer lives—and loves—are honored on paper when we’re no longer able to speak for ourselves? This session will cover advance directives, powers of attorney, budgeting for care, and planning for chosen family.
April 7, 2026
10:00a - 12:00p
The Pride Center at Equality Park
Take Pride in Your Money: Pride Center Coffee & Conversation with TreeceFi
Join David Traupman, Communications Director and La Vida Pride LGBTQ+ Support Initiative at Treece Fi, for a fun morning of catch-up, conversation, and community-building activities
March 24, 2026
10:00a - 11:00a
Zoom
War, Markets & Your Money: Treece Talk News & Views
Join David for a clear, calm conversation about the markets—and how to keep your financial strategy grounded when the world feels anything but stable.
March 11, 2026
1:00p - 2:30p
Zoom
La Vida Pride | Queer End of Life Planning | Young, Old & Queer All Over: Illness & Mortality Across Generations
How do experiences of serious, life-limiting illnesses or conditions and facing mortality differ between younger queer and older LGBTQ+ people? What wisdom and fears do we share, and where do our paths diverge? This conversation brings generations together—holding space for stories, solidarity, and our shared humanity.
February 24, 2026
10:00a - 11:00a
Zoom
Treece Talk: February 2026 Market News & Views
Join Financial Advisor David Treece for his unique perspectives on the latest market news and savvy financial strategy tips.
February 18, 2026
2:03p - 3:00p
Zoom
Aging in Pages Book Group | Together: The Healing Power of Human Connection in a Sometimes Lonely World
Loneliness isn’t just emotional—it’s structural. Former U.S. Surgeon General Vivek Murthy explores how connection directly affects our health, longevity, and quality of life. This discussion will focus on rebuilding meaningful relationships as we age and creating community that sustains us.
February 11, 2026
1:00p - 2:30p
Zoom
La Vida Pride | Queer End of Life Planning | Sex, Death & Sacred Spaces: Queer Spirituality Reimagined
What does it mean to bring your whole self—queer identity, spirituality, doubt, and all—into the experience of dying and grief? We’ll explore faith traditions, spiritual trauma, healing practices, and reclaiming ritual.
January 20, 2026
10:00a - 11:00a
Zoom
Treece Talk: Why 2026 Won’t Feel Like 2025
Join David Treece for his first Treece Talk of 2026 to gain clarity, confidence, and a smarter path forward—not market hype or doomscrolling.
December 9, 2025
10:00a - 11:00a
Zoom
Live Webinar: Treece on Trump 2025 Economy
Join Financial Advisor David Treece for a fast, no-nonsense breakdown of the year’s biggest financial trends and the forces driving today’s market outlook.
November 20, 2025
10:00a - 11:00a
Online Zoom
Treece Talk: How Tax Planning Changes in Retirement
Taxes don’t stop when you retire — they just change. Join Financial Advisor David Treece for a practical, plain-language look at how tax planning evolves through each stage of retirement, from early withdrawals to Social Security, Medicare, and legacy planning.
October 14, 2025
10:00a - 11:00a
Zoom
Treece Talk Live: Shutdowns, Stocks & Subsidies
David Treece is back for another live Treece Talk to share his reactions and insights on the economic disruptions caused by the federal government shutdown.