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

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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.

  • Protecting wealth through the next pandemic

  • Keeping your financial house in order

  • Managing the ups and downs of the economy and markets

  • 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." 

  • Setting up emergency funds for the first time

  • Emergency Fund Myths vs Truths

  • How much should I have in reserve


This virtual event will help educate you on how to turn your Pennies Into Protection.

Live Event

"Come Sip A Little Tea with Me"

Hosted by: Zola Cunegin

April 24th, 2021 -5:00 p.m. - 7:00 p.m.

Myrtle & Cypress Coffeehouse

517 N 33rd Street - Omaha

Enjoy an evening of Tea and Conversation of how to map your financial journey.

Seating is Limited - Register Now

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





909 N 96th Street 

Suite 101

Omaha, NE 68114


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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through TradePMR, Inc. Member FINRA/SIPC. Advisory services offered through EverGreen Capital Management.