Client Center: 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

 

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Retire Right – Plymouth Community Ed 6:30 pm
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 … Continue reading Retire Right – Plymouth Community Ed
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Retire Right – Plymouth Community Ed 6:30 pm
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 … Continue reading Retire Right – Plymouth Community Ed
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American Dream Experience in Plymouth in March
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 … Continue reading American Dream Experience in Plymouth in March
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