Evergreen Ambassadors

Beyond pure investment management, Evergreen Gavekal provides guidance and planning to support our clients in the pursuit of their financial goals. We rely on allies who have worked with us and seen the value in active portfolio management and comprehensive wealth planning. An Evergreen Ambassador is someone who partners with us to promote education around financial planning and investing in the community.

Interested in becoming an Ambassador?

Get started today!

 

Here's what you need to know:

To join, you may request a phone interview to learn about the program requirements and upcoming opportunities. We will keep you in the loop on happenings at Evergreen and pass along content to share with your network. 

Announcements & exclusive updates

Be the first to know about podcasts, edgier planing topics, and Evergreen's take on local news and politics.

NO NEW UPDATES

Events

At in-person events, guests can be part of a discussion with a small group, facilitated by a Financial Planner. These are great opportunities to introduce friends to Evergreen.

GettyImages-1181416339_edited.jpg

WEBINAR

WEDNESDAY, MAY 13 2020 @10 AM

Topic:

Estate Planning 101

REGISTER
GettyImages-1048217286_edited_edited_edi

WEBINAR

WEDNESDAY, APRIL 15, 2020 @ 10 AM

Topic:

Do You Have a Plan?

Book Now
GettyImages-1048217286_edited_edited_edi

WEBINAR

WEDNESDAY, APRIL 8, 2020 @ 10 AM

Topic:

Do You Have a Plan?

Book Now
GettyImages-1048217286_edited_edited_edi

WEBINAR

WEDNESDAY, APRIL 22, 2020 @ 10 AM

Topic:

Guide to Wealth Wellness

Book Now

Connections

Gain access to the local recommendations list we normally save for our Family Office clientele.

See what we recommend. Click on the topic you want access to. 

SCHOOLS / RESTAURANTS / HOTELS / GOLF & TENNIS / MORE