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
17
Sat
The Returns Paradox @ Veritas Financial Services
Aug 17 @ 10:00 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?
We have  two  upcoming opportunities to explore The Returns Paradox:

  • Saturday, August 17th at 9am in the Veritas office
  • 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;

FEAR
When the market is down,  you get scared

INVESTMENT STRATEGY CHANGES
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

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

Aug
22
Thu
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;

FEAR
When the market is down,  you get scared

INVESTMENT STRATEGY CHANGES
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

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

Sep
14
Sat
@ 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.