Age Out Loud & Proud With A Big Gay Retirement Plan
Harvest the power of your LGBTQ+ $$$ with this new online course from TreeceFi and La Vida Pride LGBTQ+ eCommunity
Join Gay Financial Advisor & LGBTQ Advocate David Treece for information-packed sessions that go well 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 dollar of your investments propel equality, justice, and prosperity for you and our community.
Access 3 Hours Of LGBTQ+ Financial Empowerment Sessions + Much More!
Claiming What’s Yours: From Benefits to Beneficiaries
Understand the impact of marriage (and divorce) equality on financial planning, including pensions, Social Security, and beneficiaries and inheritance.
Reinforce the need for proper estate planning to protect your assets and ensure your wishes are followed.
Discover resources to secure and access your important documents online.
Gayging Alone: Living Out Loud & Proud In Retirement
Gain a better understanding of the unique challenges and opportunities of aging alone as an LGBTQ+ individual.
Learn financial planning, budgeting, and investment strategies to ensure that your future needs are met.
Review types of senior housing options so you’ll be able to make a plan to downsize in the future.
Pride & Protection: The Importance of Insurance
Learn the benefits of disability and health care coverage and when/why you need them.
Explore new long-term care coverage options to protect your retirement savings.
Address caregiving challenges within the LGBTQ+ community and how to protect yourself and loved ones to ensure the best care.
LGBTQ+ Investing to Ignite Change
Gain a deeper understanding of your specific money behaviors and biases.
Learn about the latest challenges and opportunities in investing according to your values in ESG (Environmental, Sustainable, and Governance) and DEI (Diversity, Equity, and Inclusion).
Become more empowered to make positive financial decisions in a world overwhelmed with toxic news and negativity.