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

 

May
1
Wed
American Dream Experience in Scottsdale (May) @ Matson Money HQ
May 1 – May 3 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.

Jun
28
Fri
American Dream Symposium in Cincinnati @ Duke Energy Center
Jun 28 – Jun 29 all-day

Plan for a 2 day trip to Cincinnati with us to reclaim your American Dream.

There will be activities for all members of the family, from pre-school to high school aged students.  Bus transportation will be provided by Veritas.

Call or email for more information.

Aug
13
Tue
Annual BBQ and The Returns Paradox Presentation @ Plymouth Arts Center
Aug 13 @ 6:00 pm – 8:00 pm
Aug
17
Sat
The Returns Paradox @ Veritas Financial Services
Aug 17 @ 10:00 am – 12:00 pm

 

Margie and Jeremy are presenting ‘The Returns Paradox’ –  a one-hour presentation for your financial well being. They will answer questions such as, where do your returns come from, and how to keep emotions from controlling your investment strategy?
We have  two  upcoming opportunities to explore The Returns Paradox:

  • Saturday, August 17th at 9am in the Veritas office
  • Thursday, August 22nd share lunch with us at the Veritas office

This event is for Veritas clients and those wishing to know more about us.  Plan to bring a friend.  Just give us a call at the office to reserve your spot.  920-893-5262

The Returns Paradox

Below are just some of the common reactionary behaviors that cause most investors to earn significantly lower returns than the market as a whole. If this is how your feeling – The Returns Paradox is for you;

FEAR
When the market is down,  you get scared

INVESTMENT STRATEGY CHANGES
You believe there’s something wrong with your plan and you want to pull your money out of the market, to put it into savings accounts where it’s safe

MISLEADING BENCHMARKS
Assessing your portfolio for average return rates on daily, weekly, monthly basis can be misleading

Aug
22
Thu
The Returns Paradox @ Veritas Financial Services
Aug 22 @ 11:00 am – 12:00 pm
Margie and Jeremy are presenting ‘The Returns Paradox’ –  a one-hour presentation for your financial well being. They will answer questions such as, where do your returns come from, and how to keep emotions from controlling your investment strategy?

You are invited to explore The Returns Paradox:

  • Thursday, August 22nd share lunch with us at the Veritas office

This event is for Veritas clients and those wishing to know more about us.  Plan to bring a friend.  Just give us a call at the office to reserve your spot.  920-893-5262

The Returns Paradox

Below are just some of the common reactionary behaviors that cause most investors to earn significantly lower returns than the market as a whole. If this is how your feeling – The Returns Paradox is for you;

FEAR
When the market is down,  you get scared

INVESTMENT STRATEGY CHANGES
You believe there’s something wrong with your plan and you want to pull your money out of the market, to put it into savings accounts where it’s safe

MISLEADING BENCHMARKS
Assessing your portfolio for average return rates on daily, weekly, monthly basis can be misleading

Sep
14
Sat
@ Osthoff Resort
Sep 14 @ 9:00 am – 5:00 pm

Join us for an amazing seminar entitled, the American Dream Experience. American Dream Experience is designed to discover your true purpose of money and using these realities to get your mind over money.

Seminar Saturday, 9am-5pm at the beautiful Osthoff Resort in Elkhart Lake, WI.

This will be an impactful event for you and your friends.  This is a must-attend event for your financial future.

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.