Take Pride in Your Money

LGBTQ+ Financial Empowerment Stories & Strategies

David Treece, David T Traupman, Beth Werner Author Connections LLC

$64.95 $54.96

Hardback

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QTY:

English

David Treece
08 May 2025

Biography: general; Gay & Lesbian studies; Management accounting & bookkeeping; Personal finance

Series: Fast Financial 101(tm)

Empower your queer dollars to secure your financial future

Take Pride in Your Money reveals how current political and legal attacks on LGBTQ+ rights impact financial security and provides actionable solutions to help gay, lesbian, bisexual, transgender, and queer community members protect their financial future in a rapidly changing world.

Get smart strategies to protect your wallet and your rights

Learn how current politics and policies threaten LGBTQ+ money and financial security Understand how to fight back with your dollars Read real-life stories of LGBTQ+ people taking control of their money Learn how to handle taxes, legal issues, and money challenges Use your queer money to reflect your values and push for positive change Stay proud, stay prepared, and stay financially strong-no matter what

Instant-action callouts include:

Here's the Tea:

Learn valuable lessons from real-life stories of LGBTQ+ people taking control of their money Proactive Pride: Tips to build a portfolio you can be proud of Benefit Alert:

Discover smart money moves that can pay off QR Codes:

Instantly access valuable planning resources

Online videos and advice are included with book purchase:

1.5+ hours of financial empowerment lessons Live financial Q&A sessions One-on-one financial plan review Bonus webinars, videos, articles, guides, and more

By: David Treece
Illustrated by: David T Traupman
Edited by: Beth Werner Author Connections LLC
Imprint: David Treece
Dimensions: Height: 229mm, Width: 152mm, Spine: 10mm
Weight: 327g
ISBN: 9798349336126
Series: Fast Financial 101(tm)
Pages: 86
Publication Date: 08 May 2025
Audience: General/trade , ELT Advanced
Format: Hardback
Publisher's Status: Active

David Treece is a passionate financial advocate for the LGBTQ+ community, committed to addressing the unique financial needs of marginalized identities. As a gay financial advisor with nearly 40 years of experience, he leads Treece Financial Group in offering advocacy-focused services to LGBTQ+ individuals, particularly those facing challenges as they age. David is a national leader in educating financial advisors about LGBTQ+ issues and has pioneered LGBTQ+ inclusion in Miami, founding the Greater Miami LGBTQ+ Chamber of Commerce. Honored by The National LGBTQ+ Task Force, David has been featured on PBS, The Washington Post, and in local South Florida media for his contributions to financial planning and community advocacy. (Registered Representative offering securities and advisory services through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other entity. 7971 Riviera Boulevard, Suite 331, Miramar, FL, 33023 (305) 751-8855. Greater Miami LGBTQ+ Chamber of Commerce, National LGBTQ+ Task Force, PBS, and the Washington Post are not affiliated non registered with Cetera Advisors LLC.)

Reviews for Take Pride in Your Money: LGBTQ+ Financial Empowerment Stories & Strategies

""The client stories clearly illustrate the emotions and real-world consequences of financial decisions."" -Robin King, Esq., President, Gay & Lesbian Lawyers Network ""Practical, informative, insightful, and written from an LGBTQ+ political perspective-which I have not seen before in a financial planning book."" -Steve Adkins, President, Greater Miami LGBTQ Chamber of Commerce ""This is an important book for the LGBT+ community, especially for the younger LGBT+ person. Starting their financial journey early can help avoid many financial mistakes. It offers a wealth of information."" -Michael Vita, Co-Founder, Broadway Cares/Equity Fights AIDS ""An invaluable resource for financial and legal advisors looking to gain the trust of current and future LGBTQ+ clients. Take Pride in Your Money takes you behind closed doors like no others."" -Joy Loverde, best-selling author of Who Will Take Care of Me When I'm Old? ""Love the QR codes and callouts throughout the book."" -Jorge Richa These endorsements are not a guarantee of future performance or investment success, and the endorsements may not be representative of the experience of customers. Please visit BrokerCheck (https: //brokercheck.finra.org) to see more on the background of this professional.