Take the first step toward reaching your

Financial Goals

Get the information that can help you live a confident retirement.

ATTEND AN EVENT

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to potentially create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

August 29
Social Security Claim Plan
6:00 pm | Union Street Bistro
September 12
Taxes & Retirement
6:00 pm | Union Street Bistro
September 19
Client Lunch & Learn
11:00 am | TreeceCo Clients Only
September 26
Smart Women, Smart Retirement
6:00 pm | Union Street Bistro
October 8
Financial Forecast for October
6:00 pm | Jeffrey’s Restaurant
October 10
Financial Forecast for October
6:00 pm | Jeffrey’s Restaurant
December 12
TreeceCo Client Christmas Party
5:00 pm | Location TBD
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Rather Meet
One-on-One?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at 704.784.7300

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