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Upcoming Events

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.

June 29, 2021

10:00a - 10:30a



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!

Past Events

June 17, 2021

7:00p - 8:00p


IN THE ROOM: Leslie Odom, Jr.

Get your digital front-row seat as Leslie Odom, Jr. shares his journey to success in word and music. IN THE ROOM: A Cetera® Production

March 18, 2021

2:00p - 3:00p


An Exclusive Conversation with Dr. Ben S. Bernanke

You’re invited to an exclusive conversation with former Federal Reserve Chair Dr. Ben S. Bernanke. A Cetera® production.

July 14, 2020

6:15p - 8:00p

Via Zoom

Treece Talk: Mid-Year Outlook

Tune in to hear Miami Financial Advisor David Treece's market commentary and gain some insight into what will be affecting the economy for the balance of 2020,

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