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

 

Nov
15
Wed
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.

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