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 StrategiesIRAsEmployer-Sponsored Retirement PlansRetirement PlanningSocial SecurityMedicareLong-term CareLegacy PlanningSolo Aging SupportAging-in-PlaceCaregivingDigital Asset SafetyWomen's Rising Financial PowerOur 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, 20196:15-8:00 p.m.Miami Shores Brockway Memorial LibrarySingle? Living alone? Attend our community-based seminar to learn how to find support as you face aging challenges. RSVP Active Aging Health Expo Saturday, October 21, 201910:00 a.m. - 2:00 p.m.The Pride Center at Wilton ManorsStop 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. RSVP Here are just a few other seminars we have recently presented … Have a Question Name Email Phone Question Thank you! Oops!