ADVOCATES OF FINANCIAL EDUCATION
EverGreen Advisors are frequent guest speakers for companies, conferences, business groups, and more.
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
"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
May 20th, 2021 -6:30 p.m. - 7:00 p.m.
Navigating 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.
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