top of page




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

bw presentation.jpg

Upcoming Events

401k 1.jpg

Virtual Webinar

401k Your Way to Wealth

Best Wealth Moves for 2022

March 8th, 2022 - 7:00 p.m. - 8:00 p.m.

  • Retirement Savings Made Easy

  • Matching = Free Money

  • Building Your Retirement Nest Egg

  • Social Security May Not Cut It!

planning 1.jpg

Virtual Webinar

A Closer Look

Best Wealth Moves for 2022

February 8th, 2022 - 7:00 p.m. - 8:00 p.m.

  • Are you on track financially?

  • Strategies for retirement plan investing

  • Implementing key wealth strategies 

Motown Party

"Motown" Holiday Party

Annual Client Appreciation

Farnam Hotel - December 9th, 2021 

farnam hotel 2.jpg


holiday hangover 2.png

Virtual Webinar

Avoid the
"Shopping" Hangover

October 21st, 2021 - 7:00 p.m. - 8:00 p.m.

In this Webinar, Learn:

  • Emotion triggers that stimulate shopping

  • Signs you need to curb your spending

  • Emotional, Impulsive, Obligatory Shopping

  • Sticking to The List 

motown legends.jpg


It's a "Motown" Holiday Party

December 9th, 2021 - 6:00 p.m. - 8:00 p.m.

Come celebrate the season by joining us in a Motown Themed Holiday Celebration. Leave your gifts and your troubles at home; EverGreen will provide the food and the gifts, for you our special clients.

RSVP by December 3rd to attend.

debt free 2.jpg

Virtual Webinar

Done with Debt!

September 30th, 2021 - 7:00 p.m. - 8:00 p.m.

Stopping the number one enemy of financial independence:

  • Strategies to get debt free

  • Strategies to remain debt free

  • Good Debt vs. Bad Debt

  • Handling debt leading up to retirement

havana nights picture.jpg


"Havana Nights"

Presented by:

EverGreen Capital Management & Women Women Who Love Whiskey
Safari Cigar & Lounge - 13110 Birch Drive, Omaha
Thursday, June 17th, 2021 - 7:00 p.m. - 9:00 p.m.

Enjoy kicking back with food, drink, a cigar and a little networking, with the ladies of Women Who Love Whiskey. Sponsored by EverGreen Capital Management.   


Virtual Webinar

Are You Leaving...
                        Money on the Table

July 20th, 2021 -7:00 p.m. - 8:00 p.m. (EST)

Places you could be leaving money on the table:

  • Your 401k Match

  • Being too conservative an investor

  • 401k neglected at former employer

  • Lost money through debt and interest payments

Brea W.jpg

Live Event

"Come Sip A Little Tea with Me"

"Couch Conversations" hosted by: Zola Cunegin

Making Money Moves in May
Strong Link Between Financial Wellness and Mental Health

May 18th, 2021 - 7:00 p.m. - 8:00 p.m.

Examining the link between stress,  mental health and money.

Special Guest Speaker
Brea Ross-Worthington, CEO Lyfe Changes Resource Center

road trip 2.jpg

Virtual Webinar


May 20th, 2021 -6:30 p.m. - 7:00 p.m.

Navigating 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.

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

bottom of page