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Networking Happy Hour & Seminar Co-Presented by:• Treece Financial Group• Aqua Foundation for Women• Lambda Living• Miami-Dade Gay & Lesbian Chamber of CommercePresentations by Robin Schwartz of Aqua Foundation for Women and David Treece & Laura Lucas of Treece Financial Group.Join us for a woman-focused happy hour followed by an engaging seminar that will address the challenges women face when saving for a successful retirement:Challenge #1: Lower Earnings and Retirement SavingsChallenge #2: Rising Retirement CostsChallenge #3: Inadequate Retirement IncomeChallenge #4: Longer Life ExpectancyChallenge #5: More Adversely Affected by Unexpected EventsLearn effective strategies for overcoming some of the difficult realities women encounter when trying to secure their financial health, including:• Maximizing your IRAs and 401(k) plans.• Taking full advantage of your Social Security benefits.• Evaluating your portfolio to see if it has the growth potential necessary to keep up with rising costs.• Preparing for the unexpected with adequate insurance, an emergency cash fund, and a plan to maximize survivor benefits.Attendees will have the chance to win a copy of "Bad with Money: The Imperfect Art of Getting Your Financial Sh*t Together" by Gaby Dunn._ _ _Treece Financial Group is a holistic financial planning resource with more than 25 years of dedication to working within South Florida’s LGBTQ community. Financial Advisor David Treece strongly advocates for his clients and is committed to helping them align their finances with a life that they love.
For more information, visit www.TreeceFinancial.com
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David Treece, MBA, AIF®, Treece Financial Group, 10800 Biscayne Boulevard, Suite 725, Miami, FL 33161. Registered representative offering securities and advisory services through Cetera Advisors LLC, member FINRA/SIPC, a broker/ dealer, and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.
This event has been sponsored in part by AIG. This event has been sponsored in part by AIG. Investors should carefully consider the investment objectives, risks, charges and expenses of the variable annuities offered by American General Life Insurance. This and other important information is contained in the prospectus which can be obtained by calling your Registered Representative at 305-751-8855. Read prospectus carefully before investing.Images
Date and Time
Thursday May 16, 2019
6:00 PM - 8:00 PM EDTThursday, May 16, 2019
6-7 pm: Networking Happy Hour
7-8: Financial SeminarLocation
The Citadel Miami
8300 NE 2nd Avenue
Miami FL 33138
(Free street and lot parking)Fees/Admission
Free and open to the community but advance registration requested at treecefinancial.com/events or call 305-751-8855.
Contact Information
David Treece 305-751-8855
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