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Savvy Seminars

Because online research will not always answer your questions or address your specific concerns! 

Our content-rich community-based seminars increase your financial know-how to give you peace of mind.

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
  • Tax Reform
  • IRAs
  • Employer-Sponsored Retirement Plans
  • Retirement Planning
  • Social Security
  • Medicare
  • Long-term Care
  • Estate Management
  • Aging-in-Place
  • Caregiving

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.

Take a minute to check out our upcoming presentations. We hope to see you at one soon!

The Pride Center Boomer/Senior Expo: Sponsor & Participant

Saturday, October 20, 2018
10 a.m. - 2 p.m.
The Pride Center at Equality Park
Wilton Manors


Fort Lauderdale: Smart Tax Strategies for 2018 & Beyond

Thursday, October 25, 2018
6-8 p.m.
The Tower Club
Fort Lauderdale


Miami:  Smart Tax Strategies for 2018 & Beyond

Thursday, November 8, 2018
6-8 p.m.
Miami Shores Country Club

Advance RSVP required. Call us at 954-526-3676 for more details.

Election 2018: How Could the Results Affect You?

Co-presented by Treece Financial Group, SAVE, and Lambda Living

Wednesday, November 14
6:30-8:00 pm
Lambda Living Center


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

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