Smart Retirement & Investment Strategies for Realtors

📩 You’re Invited!

Evergreen Home Loans is excited to host a special session designed specifically for real estate professionals like you.

📅 Wednesday, July 10th
🕙 10:00 AM
📍 Evergreen Home Loans | 639 Helena Ave, Ste A

We’re welcoming Alex Beveridge with Edward Jones for a focused financial workshop: “Smart Retirement & Investment Strategies for Realtors”

Alex will be covering:
✔️ How to keep more of what you earn through retirement planning
✔️ Retirement options tailored for self-employed professionals—401(k)s, SEP IRAs, Owner K, SIMPLE plans
✔️ ROTH vs. Traditional IRAs—what’s best for your future
✔️ A market update and investment insights for today’s economic climate
✔️ Open Q&A—plus time for 1:1 personal financial questions after the presentation

Finances are personal, and this session is all about helping you plan smarter, save more, and protect your future income—without the fluff.

Also check out other Workshops in Helena.