EVENTS, SEMINARS
SPEAKING ENGAGEMENTS
ADVOCATES OF FINANCIAL EDUCATION
EverGreen Advisors are frequent guest speakers for companies, conferences, business groups, and more.
Upcoming Events
Virtual Webinar
Are You Leaving...
Money on the Table
July 20th, 2021 -7:00 p.m. - 8:00 p.m. (EST)
Places you could be leaving money on the table:
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Your 401k Match
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Being too conservative an investor
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401k neglected at former employer
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Lost money through debt and interest payments
Recent Events
Live Event
"Come Sip A Little Tea with Me"
"Couch Conversations" hosted by: Zola Cunegin
Making Money Moves in May
Strong Link Between Financial Wellness and Mental Health
May 18th, 2021 - 7:00 p.m. - 8:00 p.m.
Examining the link between stress, mental health and money.
Special Guest Speaker
Brea Ross-Worthington, CEO Lyfe Changes Resource Center
Virtual Webinar
Roadtrip
May 20th, 2021 -6:30 p.m. - 7:00 p.m.
Navigating the important thirds of your financial life successfully.
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Accumulation Strategies
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Distribution, Spending and Retirement Income Strategies
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Transfer, Efficient Wealth Transfer Strategies
This virtual event will help you evaluate your plans for accumulating money, spending in retirement and leaving a legacy.
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