Proud & Empowered

Proud & Empowered

5 things LGBTQ+ Individuals Should be Doing Right Now!

Join Financial Advisor David Treece for practical advice on making savvy financial and life planning decisions on issues such as:

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

With over 30 years of experience as a financial advisor and as a civic leader and advocate within South Florida’s LGBT community, David has become a national leader within the financial industry for educating advisors on the planning differences within the LGBTQ+ community.

REGISTER HERE