EVENTS, SEMINARS

SPEAKING ENGAGEMENTS

ADVOCATES OF FINANCIAL EDUCATION

EverGreen Advisors are frequent guest speakers for companies, conferences, business groups, and more.

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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:

  • Your 401k Match

  • Being too conservative an investor

  • 401k neglected at former employer

  • Lost money through debt and interest payments

Recent Events

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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. 

  • Accumulation Strategies

  • 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.

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:
  • 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