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:

April 2
Financial Forecast for April
6:00 pm | Jeffrey’s Restaurant
April 4
Financial Forecast for April
6:00 pm | Jeffrey’s Restaurant
April 11
Social Security Claim Plan
6:00 pm | Jeffrey’s Restaurant
April 25
Client Lunch & Learn
11:00 am | Union Street Bistro
May 2
Taxes & Retirement
6:00 pm | Jeffrey’s Restaurant
May 16
Smart Women, Smart Retirement
6:00 pm | Jeffrey’s Restaurant
May 23
Client Lunch & Learn
11:00 am | TreeceCo Clients Only
June 4
Financial Forecast for June
6:00 pm | Mickey & Mooch
June 6
Financial Forecast for June
6:00 pm | Mickey & Mooch
June 11
Social Security Claim Plan
6:00 pm | Mickey & Mooch
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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