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Savvy Seminars

Online research will not always address your specific concerns! 

Our community-based seminars are a great opportunity to get your questions answered by a financial professional and increase your financial know-how.

Treece Financial Group is committed to sharing our experience through engaging and story-based presentations that speak to the concerns you may have about today's most relevant financial planning and lifestyle-related topics.

David Treece partners with a network of attorneys, accountants, and service providers who are experienced in their specialties to give you real-world advice on:

  • Investment Strategies
  • IRAs
  • Employer-Sponsored Retirement Plans
  • Retirement Planning
  • Social Security
  • Medicare
  • Long-term Care
  • Legacy Planning
  • Solo Aging Support
  • Aging-in-Place
  • Caregiving
  • Digital Asset Safety
  • Women's Rising Financial Power

Our seminars are presented in convenient locations throughout Miami-Dade and Broward counties in a friendly and no-pressure atmosphere. Attendees have the opportunity to get practical tips and advice, receive free planning guides and tools, ask questions, and chat directly with professionals who can address specific concerns.

Grow Bolder: The Solo Ager™

Tuesday, September 17, 2019
6:15-8:00 p.m.
Miami Shores Brockway Memorial Library

Single? Living alone? Attend our community-based seminar to learn how to find support as you face aging challenges.


Active Aging Health Expo

Saturday, October 21, 2019
10:00 a.m. - 2:00 p.m.
The Pride Center at Wilton Manors

Stop by Team Treece's table to ...
• say hello!
• enter our raffle for a gift certificate to Rosie's Bar & Grill
• meet our newest team member Susanne Veder
• learn more about Baseline Balance, a one-of-a-kind seminar series that gives you a 360º view of yourself to help you make more informed decisions, gain more control of your financial future, and live a happier, healthier, weathier, and more connected life
• and discover how connecting to our The Solo Ager™ community can benefit you as you face healthcare, housing, and financial challenges as you age.


Here are just a few other seminars we have recently presented  …

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