Take the first step toward reaching your

Financial Goals

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


Our events 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 events to learn how addressing these concerns can help you feel
more confident about the days ahead.



Dinner Live Event
6:30pm — 8:00pm | The Speedway Club
Each event will begin at 6:30pm. The financial presentation will last 60 minutes and dinner will be served at 7:30pm. Dinner Live Events require reservations - please call our reservation line at 704.784.7301 to reserve your seats.

June 28th
June 30th
July 26th
July 28th
August 30th
September 1st
September 27th
September 29th
October 25th
October 27th
November 29th
December 1st


TreeceCo Study Hall
8:30am — 1:30pm | TreeceCo Financial
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, ready to help you with whatever you need. Pop-ins on this day are ENCOURAGED! It is difficult sometimes to get the answers that you need and the time for the staff to help when clients stop by the office without a time set up for a visit. So, we thought we would set up one day a month for our clients to DO THE POP-IN! No RSVP needed, stop by anytime on the designated day.

February 4th
March 4th
April 1st
May 6th
June 3rd
August 5th
September 2nd
October 7th
November 4th
December 2nd


Coffee and Cupcakes with April
8:00am — 9:00am | TreeceCo Financial
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 great opportunity to bring your girlfriends and introduce them to TreeceCo and other TreeceCo clients! Since we plan to keep this informal, there will be no invite sent and no need to RSVP, all you need to do is show up!

February 10th
March 10th
April 14th
May 12th
June 9th
July 14th
August 11th
September 8th
October 13th
November 10th
December 8th


Tony's Quick Bites
11:30am — 12:30pm | TreeceCo Financial
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. No need to RSVP, all you need to do is show up!

January 14th
February 11th
March 11th
April 8th
May 13th
June 10th
July 8th
August 12th
September 9th
October 14th
November 11th


Quarterly Client Birthday Parties
11:30am — 12:30pm | Sogo Japanese Seafood Steakhouse
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.

March 25th
June 24th
September 30th
December 30th


Ambassador Program
Time TBD | 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 attributable to clients like you, referring people you love and cherish…and we think it’s time to reward you. Once you have referred your family and/or friends, you will become an exclusive TreeceCo VIP, making you eligible to receive the VIP perks. You will receive “Team TreeceCo Gifts” from time to time and be the first to know about upcoming events and boy do we have some exciting things happening!

Rather Meet

If you would rather discuss your retirement questions in a private setting, you can schedule a complimentary consultation with TreeceCo in the comfort and privacy of our office.

Or give us a call at 704.784.7300