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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Events

  • Planning Issues for Women
  • Managing Money and Healthcare

  • Long Term Care Planning

  • Family Legacy Planning

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

EVERGREEN CAPITAL MANAGEMENT