ADVOCATES OF FINANCIAL EDUCATION
EverGreen Advisors are frequent guest speakers for companies, conferences, business groups, and more.
May 20th, 2021 -6:30 p.m. - 7:00 p.m.
Navigating the the important thirds of your financial life successfully.
Distribution, Spending and Retirement Income Strategies
Transfer, Efficient Wealth Transfer Strategies
This virtual event will help you evaluate your plans for accumulating money, spending in retirement and leaving a legacy.
May 6th, 2021 -6:30 p.m. - 7:30 p.m.
Your financial Snapshot starts with:
Understanding your financial choices
Defining your lifestyle goals
Building a portfolio for wealth and security.
"Come Sip A Little Tea with Me"
"Couch Conversations" hosted by: Zola Cunegin
Making Money Moves in May
May 4th, 2021 - 7:00 p.m. - 8:00 p.m.
Special Guest Speakers
Lisa Armstrong (Detriot, MI) - Human Resources Consultant
Marquita Harvey - RN Ambassador, Wellness Center
Advantages of women sharing their career journey experiences and the art of salary negotiation.
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:
Retirement Income Planning
Retirement Plans & 401K Planning
Wealth Management and Financial Planning
Planning for Small Business Owners
Planning Issues for Women
Managing Money and Healthcare
Long Term Care Planning
Family Legacy Planning
EVERGREEN CAPITAL MANAGEMENT