Resources: Events

We provide opportunities for you to fully understand the details of how your money will be working for you.

We offer a variety of educational tools that fit your learning style, your personal schedule and your interests.

Check-Out Our Upcoming Events

 

Oct
23
Wed
American Dream Experience in Scottsdale (October) @ Matson Money HQ
Oct 23 – Oct 25 all-day

American Dream Experience (ADEX) is a 2-day event in Scottsdale, AZ.  Make it a priority to attend one of the many opportunities to attend ADEX in Scottsdale, Plymouth or Cincinnati.

The purpose of American Dream Experience:

  • Empower families to discover their true purpose for investing
  • Empower families to achieve peace of mind, abundance and greatness
  • Protect families from speculating and gambling with their money
  • Allow families to capture, reclaim and realize their American Dream

Limited spaces are available. Call or email for the details.

Oct
24
Thu
Separating Myths and Truths of Investing @ Veritas Financial Services, LLC
Oct 24 @ 11:30 am – 1:00 pm

Separating Myths from Truths of Investing is a financial education opportunity that will explain the ‘how & why’ of what we do and it will go through ‘what works and what doesn’t work’ with your investing mindset, strategy, and results.

If you have recently attended an American Dream Experience you will find that this is a very different event and supplements all the great work you’ve been doing. Layers of education are the very best way to commit new or complicated concepts to memory and remain committed for the long run.

Join Margie and Jeremy for one of the two upcoming sessions scheduled on October 24th and allow us to help you understand what is truth and what is myth.

There are two opportunities on Thursday, October 24th for this event.  11:30am or 6pm.

RSVP to 920-893-5262

Nov
11
Mon
Separating the Myths of Investing – Know the Truths @ Veritas Financial Services
Nov 11 @ 6:00 pm – 7:30 pm

A repeat financial education opportunity that will explain the ‘how & why’ of what we do and it will go through ‘what works and what doesn’t work’ with your investing mindset, strategy, and results.

If you have recently attended an American Dream Experience you will find that this is a very different event and supplements all the great work you’ve been doing. Layers of education are the very best way to commit new or complicated concepts to memory and remain committed for the long run.

Join Margie and Jeremy for one of the two upcoming sessions scheduled on November 11th or November 13th and allow us to help you understand what is truth and what is myth.

There are two opportunities:
November 11th at 6pm
November 13th at 12pm

RSVP to 920-893-5262

Are you signed up to come with us? Take a look for more information here and please don’t hesitate to call Margaret, Jeremy, or Patricia at 920-893-5262.

Can’t make it this event? There are more opportunities in the near future.

Nov
13
Wed
Separating the Myths of Investing – Know the Truths @ Veritas Financial Services
Nov 13 @ 6:00 pm – 7:30 pm

A repeat financial education opportunity that will explain the ‘how & why’ of what we do and it will go through ‘what works and what doesn’t work’ with your investing mindset, strategy, and results.

If you have recently attended an American Dream Experience you will find that this is a very different event and supplements all the great work you’ve been doing. Layers of education are the very best way to commit new or complicated concepts to memory and remain committed for the long run.

Join Margie and Jeremy for one of the two upcoming sessions scheduled on November 11th or November 13th and allow us to help you understand what is truth and what is myth.

There are two opportunities:
November 11th at 6pm
November 13th at 12pm

RSVP to 920-893-5262

Are you signed up to come with us? Take a look for more information here and please don’t hesitate to call Margaret, Jeremy, or Patricia at 920-893-5262.

Can’t make it this event? There are more opportunities in the near future.

Dec
12
Thu
Join Us for our Annual Holiday Open House @ Veritas Financial Services
Dec 12 @ 11:00 am – 6:00 pm

Chat with coaches – Review the year and what’s ahead for 2020!

We’ll have good eats and the opportunity to spread some cheer.

 

Jan
28
Tue
Mind Over Money – January’s Financial Education Over the Lunch Hour @ Veritas Financial Services LLC
Jan 28 @ 11:30 am – 1:00 pm

The way you think about your investments and investing strategy has a huge impact on your ability to achieve the success you seek.

Financial fitness can only happen with a disciplined investment process, diversification, and market appreciation over a meaningful period of time.  We all know this. So, how do we manage our logic, instincts, and emotions to be a successful investor?

We’ll explore how to take charge and put your Mind over Money and design the future and dreams you plan for.

RSVP to save your spot.

Feb
17
Mon
Separating Myths from Truths of Investing, Knowing the Crucial Difference @ Veritas Financial Services LLC
Feb 17 @ 11:00 am – 1:30 pm

Investing Myths and Truths

A financial education opportunity that will explain the ‘how & why’ of what we do. We’ll discuss ‘what works and what doesn’t work’ with your investing mindset, strategy, and results.

If you have recently attended an American Dream Experience you will find that this is a very different event and supplements all the great work you’ve been doing. Layers of education are the very best way to commit new or complicated concepts to memory and remain committed for the long run.

Allow us to help you understand what is truth and what is myth.

What we’ve heard from previous presentations:

  • “These presentations help remove the fear of investing based on hearsay!”
  • “Another good refresher. Thank You.”
  • “Very interesting information.”

 

RSVP to save your spot!

Mar
16
Mon
Mind Over Money @ Veritas Financial Services LLC
Mar 16 @ 11:30 am – 1:00 pm

The way you think about your investments and investing strategy has a huge impact on your ability to achieve the success you seek.

Financial fitness can only happen with a disciplined investment process, diversification, and market appreciation over a meaningful period of time. We all know this. So, how do we manage our logic, instincts and emotions to be a successful investor?

We’ll explore how to take charge and put your Mind over Money and design the future and dreams you plan for.

RSVP to save your spot!

Mar
18
Wed
Mind Over Money @ Veritas Financial Services LLC
Mar 18 @ 6:00 pm – 7:30 pm

Mind over money financial education

 

The way you think about your investments and investing strategy has a huge impact on your ability to achieve the success you seek.

Financial fitness can only happen with a disciplined investment process, diversification, and market appreciation over a meaningful period of time. We all know this. So, how do we manage our logic, instincts, and emotions to be a successful investor?

We’ll explore how to take charge and put your Mind over Money and design the future and dreams you plan for.

RSVP to save your spot!

Mar
31
Tue
Separating Myths from Truths of Investing, Knowing the Crucial Difference @ Veritas Financial Services - Oshkosh
Mar 31 @ 6:00 pm – 7:30 pm

Investing Myths and Truths

A financial education opportunity that will explain the ‘how & why’ of what we do. We’ll discuss ‘what works and what doesn’t work’ with your investing mindset, strategy, and results.

If you have recently attended an American Dream Experience you will find that this is a very different event and supplements all the great work you’ve been doing. Layers of education are the very best way to commit new or complicated concepts to memory and remain committed for the long run.

Allow us to help you understand what is truth and what is myth.

What we’ve heard from previous presentations:

  • “These presentations help remove the fear of investing based on hearsay!”
  • “Another good refresher. Thank You.”
  • “Very interesting information.”

 

RSVP to save your spot!