Broker Check

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.

Estate Planning: From Legalities to Legacies

Thursday, November 14, 2019
6:15 - 8:00 p.m.
Miami Shores Brockway Memorial Library

Invest an hour with financial planner David Treece and estate planning attorney Laura Bourne Burkhalter to get answers to all of your questions that can make a lifetime of difference to your loved ones. Limited seating - RSVP early!

RSVP

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

Have a Question

Name
Email
Phone
Question
Thank you! Oops!