Broker Check
29 June
Treece Talk: Focus on Elder Needs Law


Hosted by David Treece, AIF®, MBA
Presented by Treece Financial Group, Jewish Community Services of South Florida & My Best Life Club

No matter what your economic or marital status, long-term care and estate planning are subjects EVERYONE needs to address. Regulations are complicated and tax rules are constantly changing, but the need to have key documents ready and plans in place are a constant. Beyond ensuring you have your financial affairs in order, taking the time to express your dreams and wishes for the future; reflect upon how you wish to be remembered by family and friends; and explore ways that your values can live on within the greater community are just as important when creating a legacy plan.

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!

Date and Time

Tue, Jun 29, 2021

10:00a - 10:30a EST



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