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
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.
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@vfidev.wpengine.com
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@vfidev.wpengine.com