A monthly newsletter brought to you by Treece Financial Group | # 63 | August 2019
Holistic | Welcoming | Advocacy-Oriented Financial Planning
"Legacy is not what I did for myself. It's what I'm doing for the next generation."
Vitor Belfort
The greatest gift you can give may be one you'll never witness the benefits of.
A legacy is not only what you leave behind, but the impact you make on others while alive. Be sure to live your values with your family, at work, and in your community. Nothing is more likely to survive you than your impact on the lives you touch today.

Creating your legacy is a continual process that does not happen overnight, and it doesn’t come without a strategy and hard work.

Create Your Vision
You should have an end in mind before you begin. Start by reflecting on what you value and care most about. Consider your passions and the unique skills you have. Your career and hobbies are good places to start. Be sure to ask your friends and family to weigh in. They may offer insights you don’t see about yourself.

Determine Your Legacy
Think about the legacy you wish to leave and the impact you want to make. A legacy can come in many colors. It can be financial, institutional, instructional or wish fulfillment, or the passing on of values and life lessons.

Develop a Strategy
A legacy will not happen without a blueprint and the persistent pursuit of your objective. A strategy can help you organize your efforts and keep you on the path that leads to success.

Take some time during these "dog days" of August to reflect upon what gifts you wish to leave for future generations.

We are here to help you to make your vision a reality. Let us know when you are ready and we will offer the advice and tools to "wrap" your gift.
What happens if you keep on "living" online after you die?

Having an executed will, a living will, power of attorney, trusts, and other documents in place are of course the biggest deal when creating your end-of-life plan. Unfortunately, a plan for your digital assets is not always included in typical...

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Discussing your end-of-life wishes can be sometimes overwhelming, so we offer these complimentary guides that break the legacy planning process down into step-by-step, thoughtful exercises.
Start talking now. Honest and open communication is imperative to pass on the elder generation’s values, assets, and wisdom.
How do you begin to harness the knowledge and experience of your life and arrange it in a form that will live on after you’re gone?
Opinion | What's the last song you want to hear before...

Windblown rain lashes against the hospital windows in an uncertain rhythm that seems even more unsteady as I enter the patient's room near the nursing station. There is music in this room. Two people sit in chairs by the bed of a patient, a woman ...

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Estate Planning: Defining Your Legacy

Treece Financial Group of South Florida offers holistic estate planning to protect financial assets and ensure end-of-life decisions & healthcare wishes are accessible. We refer to attorneys for wills, probates, power of attorney, trusts, living...

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Single? Living alone?
Attend our community-based seminar to learn how to find support as you face aging challenges.
 Tuesday, September 17 | 6:15-8:00 p.m.
Miami Shores Brockway Memorial Library
Grow Bolder: The Solo Ager

Presenter David Treece, MBA, AIF® Description Single? Living alone? Attend our community-based seminar to learn how to find support as you face aging challenges. We'll help you answer ... Who will take care of me when I am older? How can I safely ...

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A new school year means your child is one year closer to college!
Contact us to help you discover ways to plan for a debt-free college experience for your family.
How can I plan a debt-free college education for my child?

Parents want to give their children the best opportunity for success, and getting into the right college may help open doors. Being accepted to the college of their choice may not be as easy as it once was. These days, preparing for college means ...

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Referral Partner of the Month:
Craig Strang-Thompson of EASICOMM

EASICOMM is a veteran-owned business serving South Florida since 2000. Craig has been Treece Financial Group’s reliable IT support provider for over a decade — keeping our systems current, troubleshooting countless issues, and most importantly, ensuring the security of our client’s account information. 

Craig is a decorated veteran who brings his military acumen and the culmination of over 30 years experience in technology design, sales, marketing and business development fields. Offering technology support, data backup and recovery services, managed services, corporate imaging, web design, and social media marketing. Click here to learn more.

Note: We often get asked to recommend professional and other services. We never accept commissions or fee splits from those we recommend. View our complete referral list.

The above mentioned professional is not affiliated or registered with Cetera Advisors LLC.
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Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.