IMPORTANT WEBINAR FOR CHRISTIAN RETIREES

Most inheritance plans are tax-efficient. Few are spiritually intentional. Fewer still are created with the next generation prepared to steward what you are leaving behind.

You are cordially invited to join your host, David Treece of Clients Excel, for a special webinar where you'll discover the tax-efficient, faith-rooted planning strategies to help leave a lasting legacy.

Many families prepare documents. Few prepare their children.

Inheritance without instruction can create confusion. Inheritance with preparation can strengthen families for generations.

Some inheritance plans are tax-efficient. Few are spiritually intentional.

If you believe retirement should reflect faithfulness, not drift, this webinar was created for you. At this webinar, we'll cover these questions:

Tune in from the comfort of your own home! Please click the below button to register for this no-cost, informative presentation.

- Thursday, March 19 at 6:30 p.m. EDT

• How do you have healthy financial conversations with your heirs?
• Who do you need on your financial team?
• How do you avoid the government taking more than it should?
• How do you evaluate your own financial readiness?
• How do you evaluate your heirs' readiness to handle your inheritance?

An opportunity to receive a no-cost consultation with Clients Excel, to help you audit your inheritance preparedness.

Instruction from a knowledgeable, faith-based professional, in an engaging, easy-to-understand format 

All attendees are eligible to receive a complimentary copy of David's book "How to Excel in Retirement".

Attendees will also receive an Inheritance Readiness Review, helping you audit your inheritance preparedness.

Why Scripture calls us to be managers, not owners — and what that means for how you plan, give, and transfer wealth.

The financial cost of indecision, and how intentional Roth and estate planning may help you leave assets, not tax bills, to your heirs.

How to prepare your children to inherit responsibly — transferring values before valuables.

"The earth is the Lord's, and everything in it." — Psalm 24:1

At Clients Excel, we believe everything we manage belongs to Him. For 14 years, David Treece has worked alongside Christian families in the Upstate to help clarify estate structures, position Roth assets wisely, reduce unnecessary tax friction, and — most importantly — prepare the next generation with wisdom.

Our mission is simple: Transfer values before valuables.

That is not just financial planning. That is discipleship.

David C. Treece began his career in the financial services industry in 2011, working as an assistant at two other firms. He then became a financial advisor. He has passed the Series 65 securities exam, and he is health and life insurance licensed in Georgia, South Carolina, and North Carolina. David’s financial advisory firm focuses on retirement income planning.

David founded Clients Excel in 2018. David launched the firm because he has a desire for his clients to have a second to none experience when it comes to their financial planning for retirement. David relentlessly strives to help people prepare for retirement so that his clients may avoid pitfalls that stand between them and a successful retirement.

The bedrock of David’s ethos is treating others as he would want to be treated. David works tirelessly to continually bring pertinent content to our clients and friends through our weekly newsletter that reaches over a thousand subscribers. If you’d like to receive his newsletter email Connect@ClientsExcel.com. Through the newsletter, David brings informative content that may aid you in preparing for retirement. Through his financial planning work, David’s hope is that his clients are empowered to have a confident financial future.

David and his wife, Mallory, have two young daughters named Amelia and Ansley and a rescue dog named Oscar. David and his family are active in their church in Spartanburg. He has also been a volunteer mentor with JumpStart, which is a ministry for people who have been recently released from prison.

Copyright © 2026 Clients Excel

Insurance products are offered through the insurance business Clients Excel. Advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. Clients Excel, Your Retirement Reality, and CreativeOne Wealth are unaffiliated companies. Licensed Insurance Professional.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm’s ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.

The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.