Our July Newsletter Features:
Financial Planning for the LGBTQ community
We appreciate David Treece, President and Investment Advisor Representative of Treece Financial Group, Inc. for his insight on the unique challenges that members of the queer community often face when planning for their futures. He also encouraged lively discussion among attendees.
Volunteers are the foundation of CFA Society South Florida. They organize events, facilitate services, support the local investment community and make a difference in the world of finance. For convenience, most committee meetings take place virtually. Sign up here!