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

 

Jun
18
Fri
American Dream Experience – June 2021
Jun 18 – Jun 19 all-day

The American Dream Experience

June 18 and June 19th, 2021 at 9am – 5 pm CDT and the Completion and Guest Event on Monday 21st from 6 – 9pm CDT

Join us for our next American Dream Experience – a virtual conference.

This two-day event will give you the opportunity to alter your relationship to money and investing in a way that leaves you and those you care about powerfully pursuing your dreams.

The American Dream Experience is a powerful opportunity to discover the difference Matson Money and Veritas bring to investing and your true purpose for money.

 

You must pre-register for the event with your Veritas Financial coach or call Patricia at 920-893-5262 for additional information.

 

 

American Dream Experience – October 2021
Jun 18 – Jun 19 all-day

The American Dream Experience

October 7th and 8th, 2021 at 11am – 7pm CDT and the Completion and Guest Event on Monday 11th from 5 – 7pm CDT

Join us for our next American Dream Experience – a virtual conference.

This two-day event will give you the opportunity to alter your relationship to money and investing in a way that leaves you and those you care about powerfully pursuing your dreams.

The American Dream Experience is a powerful opportunity to discover the difference Matson Money and Veritas bring to investing and your true purpose for money.

 

You must pre-register for the event with your Veritas Financial coach or call Patricia at 920-893-5262 for additional information.

 

 

Jun
22
Tue
Empowered Investor Series – Transforming the Financial Services Industry
Jun 22 @ 11:30 am – 12:30 pm

Transforming the Financial Services Industry

6/22/2021 at 11:30am-12:30pm CT

Join us for our next presentation, Transforming the Financial Services Industry – a Zoom meeting.

The financial services industry has evolved a lot since the beginning. From Stock Brokers to Investment Representatives, to now Registered Investment Advisors.

We’ll take a look back, and a look ahead to what is on the cutting edge of our field and what the future may look like.

 

 

You must pre-register for this Zoom event.