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 StrategiesTax ReformIRAsEmployer-Sponsored Retirement PlansRetirement PlanningSocial SecurityMedicareLong-term CareEstate ManagementAging-in-PlaceCaregivingOur 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, 201810 a.m. - 2 p.m.The Pride Center at Equality ParkWilton Manors RSVP Fort Lauderdale: Smart Tax Strategies for 2018 & Beyond Thursday, October 25, 20186-8 p.m.The Tower ClubFort Lauderdale RSVP Miami: Smart Tax Strategies for 2018 & Beyond Thursday, November 8, 20186-8 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 146:30-8:00 pmLambda Living Center RSVP Here are just a few other seminars we have recently presented … Have a Question Name Email Phone Question Thank you! Oops!