Proud & Empowered: 5 Things Every LGBTQ+ Individual Should Do Right Now!

Gain savvy planning strategies related to:

• Legal documents and end-of-life wishes
• Same-sex marriage and benefits
• Healthcare and insurance
• Older adult housing
• Aging alone

About the Presenter:

Team Treece is dedicated to looking out for all aspects of your financial well-being, not just managing investments. Our values-based approach is well beyond what many larger banks and financial service institutions are able and willing to provide.

David Treece is an Accredited Investment Fiduciary® and has a 30-year commitment to providing financial and retirement planning with the utmost care, integrity, honesty, full disclosure, loyalty, and good faith.

David Treece, AIF, MBA, CLTC
Investment Advisor Representative
Treece Financial Group | 10800 Biscayne Blvd., Suite 725, Miami, FL 33161
305-751-8855 | TreeceFinancial.com

Securities and advisory services offered through Registered Representatives of Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRA/SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other entity. Treece Financial Group Inc. is not affiliated with Cetera Advisors LLC.

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