EVENTS, SEMINARS
SPEAKING ENGAGEMENTS
ADVOCATES OF FINANCIAL EDUCATION
EverGreen Advisors are frequent guest speakers for companies, conferences, business groups, and more.
Upcoming Events
Virtual Conference
Where Do We Go From Here?
April 8th, 2021 -6:30 p.m. - 7:00 p.m.
How the COVID-19 pandemic has impacted your financial plans, retirement, and your well being.
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Protecting wealth through the next pandemic
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Keeping your financial house in order
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Managing the ups and downs of the economy and markets
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Growing wealth in a crisis
Virtual Conference
Rainy Day Fund?
April 22nd, 2021 -6:30 p.m. - 7:00 p.m.
Sufficient cash reserves are an important and useful tool, not a “set it and forget it."
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Setting up emergency funds for the first time
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Emergency Fund Myths vs Truths
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How much should I have in reserve
This virtual event will help educate you on how to turn your Pennies Into Protection.
Speaking Engagements
Our advisors enjoy spreading the word of financial independence and the elements neccessary to put people on the path to achieving all of their lifetime goals and how money decisions can affect their eventual outcomes. If you are interested in an EverGreen advisor presenting in front of your group or event, please contact us, most engagements are completely free and can be tailored to your specific objectives.
Past discussions have included:
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Retirement Income Planning
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Retirement Plans & 401K Planning
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Wealth Management and Financial Planning
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Planning for Small Business Owners
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Planning Issues for Women
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Managing Money and Healthcare
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Long Term Care Planning
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Family Legacy Planning
EVERGREEN CAPITAL MANAGEMENT