EVENTS, SEMINARS

SPEAKING ENGAGEMENTS

ADVOCATES OF FINANCIAL EDUCATION

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

bw presentation.jpg

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. 

  • 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.

Virtual Webinar

Snapshot

May 6th, 2021 -6:30 p.m. - 7:30 p.m.

Your financial Snapshot starts with:

  • Understanding your financial choices

  • Defining your lifestyle goals

  • Building a portfolio for wealth and security.

couchconvo.jpg

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:
  • 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