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


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;

When the market is down,  you get scared

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

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

@ 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.

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.