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

 

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.

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.

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.