Treece Talk Webinar: Diversity Is Our Strength

Join David Treece for his weekly commentary on current market trends and a discussion on the importance of diversity, equity, and inclusion within the context of financial planning.

David will explain why it's important to work with someone who shares your values — especially within the financial industry which is often perceived as conservative. A relationship of trust, honesty, and feeling comfortable with who is managing your money is key to ensuring you are doing all you can to secure your financial future.

A weekly webinar presented in partnership with the Lambda Living Program of Jewish Community Services.

JOIN HERE