EVENTS, SEMINARS
SPEAKING ENGAGEMENTS
ADVOCATES OF FINANCIAL EDUCATION
EverGreen Advisors are frequent guest speakers for companies, conferences, business groups, and more.
Upcoming Events
Virtual Webinar
Roadtrip
May 20th, 2021 -6:30 p.m. - 7:00 p.m.
Navigating the the important thirds of your financial life successfully.
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Accumulation Strategies
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Distribution, Spending and Retirement Income Strategies
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Transfer, Efficient Wealth Transfer Strategies
This virtual event will help you evaluate your plans for accumulating money, spending in retirement and leaving a legacy.
Virtual Webinar
Snapshot
May 6th, 2021 -6:30 p.m. - 7:30 p.m.
Your financial Snapshot starts with:
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Understanding your financial choices
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Defining your lifestyle goals
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Building a portfolio for wealth and security.
Live Event
"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.
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:
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Retirement Income Planning
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Retirement Plans & 401K Planning
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Wealth Management and Financial Planning
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Planning for Small Business Owners
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Planning Issues for Women
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Managing Money and Healthcare
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Long Term Care Planning
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Family Legacy Planning
EVERGREEN CAPITAL MANAGEMENT