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December 2022

TreeceCo Study Hall

December 2, 2022 @ 8:30 am - 1:30 pm
TreeceCo Financial, 432 Copperfield Blvd., Suite 206
Concord, NC 28025 United States
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We wanted to find a way to open up the office once a month for our clients. TreeceCo Study Hall is an entire day dedicated to our clients, so you can stop in anytime that day for us to assist you with anything you need. For example, if you need some assistance with setting up your monthly distributions, asset allocations, even if you need to change your address or beneficiaries…this day is for you! The staff will all be here,…

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Coffee and Cupcakes with April

December 8, 2022 @ 8:00 am - 9:00 am
TreeceCo Financial, 432 Copperfield Blvd., Suite 206
Concord, NC 28025 United States
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This new program is a way to get to spend more girl time with our women clients. How would you like to start the day with coffee, cupcakes and great conversation with a group of wonderful women? We know how busy life can get and taking time for yourself can be challenging, so this is simply a time where you come and chat, mingle, eat, drink and just laugh! This will be very informal and no expectations whatsoever, but a…

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Tony’s Quick Bites

December 9, 2022 @ 11:30 am - 12:30 pm
TreeceCo Financial, 432 Copperfield Blvd., Suite 206
Concord, NC 28025 United States
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This monthly program is a time for our clients to come and learn about different topics and enjoy a few “quick bites”. Every month we will have a different topic, everything from Taxes, Estate Planning, and even information on Medicare Supplements, updated Market Conditions and Life Insurance! These are open to all clients and their guests, and seats fill up quickly, so RSVP’s are required.

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Ambassador Program

December 9, 2022 @ 11:30 am - 12:30 pm
Location TBD

We cherish the relationship we’ve established with you and your family. We don’t take it lightly or for granted. You have given us your time and more importantly, you have given us your trust to prepare you for your retirement years and we truly thank you for that. We are all about family here at TreeceCo Financial and we want you to know that you are family to us. Our growth as a company over the years has been directly…

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Quarterly Client Birthday Parties

December 30, 2022 @ 11:30 am - 12:30 pm
Sogo Japanese Seafood Steakhouse, 970 Branchview Dr. NE
Concord, NC 28025 United States
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We love celebrating our clients and we want to throw you a birthday party! We will celebrate quarterly and when your birthday falls in that quarter you and your spouse (or friend) are invited to the party! We will have lunch and entertainment at Sogo’s Japanese Restaurant located on Branchview Drive in Concord. Invitations will be sent out to clients whose birthdays we will be celebrating that quarter. RSVP by calling 704.784.7301

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