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

 

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