Take Pride in Your Money: LGBTQ+ Financial Empowerment Series

Transform Your Life With A Big Gay Retirement Plan!

Join South Florida Gay Financial Advisor & LGBTQ+ Advocate David Treece for a series of complimentary webinars that go beyond traditional financial planning advice.

It's not just about saving and planning wisely; it's about standing tall, armed with knowledge and confidence.

Equip yourself with the tools to make informed decisions and build a dedicated team of allies who have your back.

Shape a future where every queer dollar saved propels equality, justice, and prosperity for yourself, our community, and beyond.

Take advantage of this unique opportunity to gain insights and advice from a pioneering LGBTQ+ advocate, access attendee-only resources, and engage in live Q&A sessions.

Introductory Session: Building Your Big Gay Retirement Team


  • Gain insights into the unique financial challenges faced by the LGBTQ+ community. 

  • Discover resources to build a supportive team of allies from community-focused resources. 

  • Take action and be a catalyst for financial transformation.

Claiming What’s Yours: From Benefits to Beneficiaries

November 16, 2023, 2:30-3:30 p.m. ET

Know what happens to you or your loved one when someone dies:

  • Does a pension stop? 

  • Will you lose a big Social Security check? 

  • Is there life insurance to claim? 

  • Do you need to retitle assets? 

  • Update beneficiaries? 

  • Probate a will?

“Gay-ging” Alone: Planning to Age with Pride

November 30, 2023, 2:30-3:30 p.m. ET

  • Discuss financial considerations and strategies for adults aging alone.

  • Uncover available options and ideas for LGBTQ+ inclusive housing.

  • Explore retirement planning, budgeting, and investment strategies.

  • Learn to avoid going "back in the closet" due to loss of employment, housing, and services.

Proactive Healthcare Planning: The Importance of Insurance

December 7, 2023, 2:30-3:30 p.m. ET

  • Learn how disability and health insurance, Medicare, Medicaid, and long-term care to ensure your best care is covered.

  • Discuss the context of the AIDS epidemic and its impact on LGBTQ+ healthcare access.

  • Examine the caregiving role of LGBTQ+ individuals and how the CARE Act and advance directives can offer guidance and support.

LGBTQ+ Investing to Ignite Change

December 14, 2023, 2:30-3:30 p.m. ET

  • Explore the psychological aspects of money and power

  • Discover how to invest according to your LGBTQ+ values, including environmental social governance (ESG), 401(k), and other behavioral-based options.  

  • Gain strategies to help deal with negativity by focusing on what you can control and change to be grateful and enjoy the life you have invested in.

Attend, one, some, or all!

Register for LIVE sessions and gain access to post-session recordings to view at your convenience.