ADVOCATES OF FINANCIAL EDUCATION
EverGreen Advisors are frequent guest speakers for companies, conferences, business groups, and more.
March 22, 2023 Zoom Webinar 12:00 - 1:00 p.m.
April 8th, 2022 Live Event WineStyles
March 8, 2022 Zoom Webinar
February 8th, 2022 Virtual Webinar
October 21st, 2021 Zoom Webinar
September 30th, 2021 Zoom Webinar
June 17th, 2021 Live Event Safari Cigar & Lounge
Planning Issues for Women
Managing Money and Healthcare
Long Term Care Planning
Family Legacy Planning
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