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  • Treece Talk: Securing Your Own Digital Deposit Box


Treece Talk: Securing Your Own Digital Deposit Box

  • 12 May 2020
  • 10:00 AM (EDT)
  • https://us02web.zoom.us/meeting/register/tZclceGrpzssEtEVK7t4wQ6zuOgasACCxqum

COVID-19 has been a wake-up call to always be prepared for the unexpected.

You can increase your peace of mind by having complete access to all of your financial information and important documents — from any device, anywhere, at all times.

Treece Financial Group is happy to introduce AdviceWorks™— a free, simple, and convenient way to securely access all of your digital investment statements, reports, and planning documents.

REGISTRATION REQUIRED CLICK HERE

In this time of physical distancing and uncertainty, AdviceWorks is invaluable to keep you protected and connected to us.

• Securely access digital investment statements, reports, and planning documents to avoid the danger of handling mail and going to the post office
• Open accounts and sign documents with eSignature without face-to-face contact
• Link your investment and bank accounts, mortgage, real estate and other assets and liabilities
• Safely store important documents—such as wills, trusts, passports, insurance policies, driver’s licenses, and more—in your secure, private online vault for convenience and emergency access
• Create budgets and track spending by category, quickly and automatically

Join David Treece as he gives you a virtual tour and explains how this new digital tool can help you!
Learn more now at https://adviceworks.net/

Lambda Living is a program of Jewish Community Services of South Florida, a 501(c)3 non-profit organization.
12000 Biscayne Blvd, Suite 303, North Miami, Florida 33181 | Admin: 305.899.1587 

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