WEALTH & WELLNESS

GROUP AND EMPLOYER FINANCIAL EDUCATION

Individuals who are financially sound and without significant money worries are happier and have more focus on their lifelong financial goals and purpose.

GROUP AND EMPLOYER FINANCIAL EDUCATION

A growing number of companies have discovered that they can build employees' loyalty, increase their productivity and improve their job satisfaction by providing programs that help them achieve financial wellness.

 

Individuals who experience money related worries tend to be less productive, less engaged, and often times find themselves combating health, family and other stress related problems.

The benefits of a thoughtfully implemented financial wellness program may allow organizations and employers to realize an exponential return on their investment by a reduction of absenteeism, reduced turnover, increased individual performance and overall goal attainment due to the increase in focus and personal satisfaction.

Companies that offer some sort of financial wellness benefit could save $3 for each dollar they spend, according to a recent Consumer Financial Protection Bureau (CFPB) report.

EVERGREEN'S WEALTH & WELLNESS PROGRAM

 

EverGreen Capital Management's Wealth & Wellness Program offers a variety of Wealth & Investment Planning presentations aimed at educating groups on the benefits of a stable state of financial well-being, where individuals can experience:

BASIC PLANNING STRATEGIES

 

  • A sound understanding of 401k investing 

  • Retirement Preparedness Planning

  • Reduction on the dependance of borrowing from retirement savings 

  • Better Cash Management & Savings Strat

ADVANCED PLANNING

 

  • Executive Benefits and Stock Options 

  • Retirement Income Strategies 

  • Wealth Transfer and Estate Planning Strategies

  • Risk Management

A PROGRAM FOR PROMOTING NEW FINANCIAL BEHAVIORS

 

The central objective of the EverGreen Wealth & Wellness Program, is to help individuals gain awareness of where they are financially, provide them education for establishing financial goals and empowering them to change their behaviors to achieve goals based on the choices they make as part of a comprehensive financial planning process. 

 

An emphasis of our program is also to commend those that have taken advantage of opportunities to accumulate wealth.  These individuals will find value in advanced planning strategies to maintain retirement independence, and to preserve and transfer wealth.

57% of American workers have saved less than $25,000 for retirement, and 28% have saved less than $1,000.    Source: Employee Benefit Research Institute, 2015.

CONTACT

EVERGREEN

CAPITAL MANAGEMENT

909 N 96th Street 

Suite 101

Omaha, NE 68114

402.392.1220

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through TradePMR, Inc. Member FINRA/SIPC. Advisory services offered through EverGreen Capital Management.