Events
Upcoming Events
Webinar: Making the Most of Your AdviceWorks Account
Join Team Treece's Robert Wroblewski for an online interactive session to get tips on setting up, navigating, and maximizing your complimentary AdviceWorks account.
Past Events
November 17, 2022
6:15p - 7:30p
Miami Shores Brockway Memorial Library
Savvy Social Security Planning in Uncertain Times
Our informative seminar will help you decide when to begin receiving Social Security benefits. Learn innovative strategies for maximizing benefits and when you can, should, and must enroll.
November 3, 2022
11:00a - 11:30a
Online via Zoom
Webinar: Making the Most of Your AdviceWorks Account (copy)
Join Team Treece's Robert Wroblewski for an online interactive session to get tips on setting up, navigating, and maximizing your complimentary AdviceWorks account.
October 20, 2022
11:00a - 11:30a
Online via Zoom
Webinar: Making the Most of Your AdviceWorks Account
Join Team Treece's Robert Wroblewski for an online interactive session to get tips on setting up, navigating, and maximizing your complimentary AdviceWorks account.
October 18, 2022
10:30a - 11:30a
Miami Shores Brockway Memorial Library
Medicare & Long-Term Care: Navigating Health Care Expenses in Retirement
A complimentary community seminar that will present how to effectively transition to Medicare and how Medicare coordinates with other forms of insurance.
February 15, 2022
10:00a - 11:00a
Online
Treece Talk: Monthly Market News & Views
Join Financial Advisor David Treece for a quick-moving report on what’s happening in the market and where it might be headed. Hear his unique perspective and analysis along with recommendations for investment strategies.
October 5, 2021
6:15p - 7:30p
Miami Shores Brockway Memorial Library
Transitioning to Medicare
Be ready for Medicare's 2022 Open Enrollment! Join us at this complimentary community-based seminar to learn how health insurance works after you leave your job. Limited seating - RSVP now!
September 28, 2021
10:00a - 10:30a
Online
Treece Talks Annuities: Income. Growth. Guaranteed.
Join Financial Advisor David Treece for a plain-language explanation of everything you need to know about annuities.
September 14, 2021
6:15p - 7:15p
Miami Shores Brockway Memorial Library
How to Avoid Tax Traps in Retirement
Join us at this complimentary community-based seminar to learn how to avoid the tax pitfalls that can occur throughout the four stages of retirement.
September 14, 2021
10:00a - 10:30p
Online
Treece Talk: September Market News & Views
Join Financial Advisor David Treece for a quick-moving report on what's happening in the market and where it might be headed. Hear his unique perspective and analysis along with recommendations for investment strategies.
September 9, 2021
2:00p - 3:00p
Online
You’re Invited: IN THE ROOM with Heroes of 9/11
As America marks the anniversary of September 11, we will revisit the day through the lens of those whose lives were forever changed by its events.
July 27, 2021
10:00a - 10:30a
Online
Treece Talk: Housing Market Analysis with Realtor Robert Bourne
Join Financial Advisor David Treece and South Florida top-producing Realtor Robert Bourne for an insightful discussion about the current state of real estate.
June 29, 2021
10:00a - 10:30a
Online
Treece Talk: Focus on Elder Needs Law
Invest 30 minutes with financial planner David Treece and estate planning attorney Jason Neufeld to get answers to all of your questions that can make a lifetime of difference to your loved ones!
June 24, 2021
5:30p - 7:30p
Miami Shores Brockway Memorial Library
Proud & Empowered: 5 Things LGBTQ+ Individuals Should Be Doing Right Now!
Join Financial Advisor David Treece as he examines five aspects of financial and aging planning that may be of concern to members of the LGBTQ community.