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
17
Wed
Making Your Investment Garden Grow! @ Plymouth Arts Center
May 17 @ 6:00 pm – 7:00 pm

Save The Date.

Aug
17
Thu
Reclaiming Your American Dream Golf Event @ Sunset Hills Golf Course
Aug 17 @ 3:00 pm – 8:00 pm
Please join us for a fun and educational evening with Margaret and Jeremy! Look for your invitation in the mail for the details! Tee Time will be at 3pm.
Aug
23
Wed
Reclaiming Your American Dream Golf Event @ Oshkosh Country Club
Aug 23 @ 3:00 pm – 8:00 pm
Please join us for a fun and educational evening with Margaret and Jeremy! Look for your invitation in the mail for the details! Tee Time will be at 3pm.
Nov
15
Wed
Mind Over Money @ Veritas Financial Service
Nov 15 @ 11:30 am – 1:00 pm

Join us for refeshments & Light appetizers!

Mind Over Money @ Veritas Financial Services
Nov 15 @ 6:00 pm – 7:30 pm

Please join us for refreshments and Light appetizers

Dec
6
Wed
Holiday Open House @ Veritas Financial
Dec 6 @ 11:00 am – 8:00 pm

Join us for some food &Refreshments. See what Santa has to say about the global markets!

RSVP: Carrina 920.893.5262

cgornall@veritasinvesting.com

Jan
23
Wed
American Dream Experience in Scottsdale (January) @ Matson Money HQ
Jan 23 – Jan 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.

Mar
18
Mon
Retire Right – Plymouth Community Ed @ Plymouth High School (Room B123)
Mar 18 @ 6:30 pm – 7:45 pm

A comprehensive preparation course for anyone looking to retire in the future or maybe, not so near future.

Topics covered:

  • Social Security
  • Pension Choices
  • Medicare
  • Legal Issues
  • Long-Term Care
  • Investment Management

This is not a technical course but you will gather information and heightened awareness of the issues related to this important milestone.

Follow the links to register on the Plymouth Community Ed site.

Your Veritas presenter: Jeremy Burri – jburri@veritasinvesting.com

Mar
20
Wed
Retire Right – Plymouth Community Ed @ Plymouth High School (Room B123)
Mar 20 @ 6:30 pm – 7:45 pm

A comprehensive preparation course for anyone looking to retire in the future or maybe, not so near future.

Topics covered:

  • Social Security
  • Pension Choices
  • Medicare
  • Legal Issues
  • Long-Term Care
  • Investment Management

This is not a technical course but you will gather information and heightened awareness of the issues related to this important milestone.

Follow the links to register on the Plymouth Community Ed site.

Your Veritas presenter: Jeremy Burri – jburri@veritasinvesting.com

Mar
29
Fri
American Dream Experience in Plymouth in March @ Veritas Financial Services, LLC
Mar 29 – Mar 30 all-day

Join us for an amazing 2-day seminar entitled, American Dream Experience. ADEX (American Dream Experience) is designed to discover your true purpose of money and using these realities to get your mind over money.

Reception Friday, 5:30pm

Seminar Saturday, 8am-5pm

An elite coach from Matson Money will be our special guest presenter.  Transportation will be provided from the Fox Cities area to Plymouth.

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