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! Annual Holiday Party: A Colombian Celebration At the home of David Treece and Luis Gonzalez Etchevest Sunday, December 94-9 p.m. Advance RSVP required RSVP Here are just a few other seminars we have recently presented … Have a Question Name Email Phone Question Thank you! Oops!