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. Estate Planning: From Legalities to Legacies Thursday, November 14, 20196:15 - 8:00 p.m.Miami Shores Brockway Memorial LibraryInvest 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!