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

 

Dec
17
Fri
Holiday Open House
Dec 17 @ 11:30 am – 6:00 pm

2021: The Year in Review

12/17/2021 at 11:30am-6:00pm CT

Join us for some year-end holiday cheer.  We’d love to spend some time celebrating 2021 and looking forward to 2022 with you. Feel free to stop in during the day.

We have three opportunities to see a short presentation,  2021: The Year in Review – a Zoom meeting. We will examine the market returns for the year – how it was affected by the Covid bump, an administration change, new ways to invest, and emerging inflation.

We’ll also take a sneak peek at the early 2022 events that we have planned as we continue to support you and your family in achieving YOUR American Dream.

Please plan to stop in, we’d love to see you!

Jan
25
Tue
Empowered Investor Series – 2022: The Investment Vortex – Getting Through the Blackhole of Investing
Jan 25 @ 11:30 am – 12:30 pm

The Investment Vortex – Getting Through the Blackhole of Investing

1/25/2022 at 11:30am-12:30pm CT

Please join us for our next presentation, The Investment Vortex – a Zoom meeting.

The most critical component of the potential for success is the discipline to “stay the course”? This presentation illustrates the risk of changing your investment strategy frequently. Prudent investors need to understand how critical it is to reduce the risks related to changing asset categories too quickly. The large variance in potential returns created by frequent switching of funds makes long-term planning for goals, such as retirement, virtually impossible.

We will examine the market returns for the year – how it was affected by the Covid bump, an administration change, new ways to invest, and emerging inflation.

 

You must pre-register for this Zoom event.

 

Jan
26
Wed
Empowered Investor Series – 2022: The Investment Vortex – Getting Through the Blackhole of Investing @ Veritas Financial Services, LLC
Jan 26 @ 11:30 am – 1:00 pm

The Investment Vortex – Getting Through the Blackhole of Investing

1/26/2022 at 11:30m-1pm CT

Please join us for our next presentation, The Investment Vortex – an-person, in office meeting.

The most critical component of the potential for success is the discipline to “stay the course”? This presentation illustrates the risk of changing your investment strategy frequently. Prudent investors need to understand how critical it is to reduce the risks related to changing asset categories too quickly. The large variance in potential returns created by frequent switching of funds makes long-term planning for goals, such as retirement, virtually impossible.

We will examine the market returns for the year – how it was affected by the Covid bump, an administration change, new ways to invest, and emerging inflation.

 

You must pre-register for this lunch and learn event. Please email us at info@veritasinvesting.com with your name, email and phone and we will confirm your registration.