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

 

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.

 

Empowered Investor Series – 2022: The Investment Vortex – Getting Through the Blackhole of Investing
Jan 26 @ 6:30 pm – 7:30 pm

The Investment Vortex – Getting Through the Blackhole of Investing

1/26/2022 at 6:30m-7:30pm 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.

 

Feb
22
Tue
Empowered Investor Series – 2022: Mind Over Money
Feb 22 @ 11:30 am – 12:30 pm

Mind Over Money

2/22/2022 at 11:30am-12:30pm CT

Join us for a conversation about the ‘emotion and intellect’ of investing – a Zoom conversation.

Financial fitness can only happen with a disciplined investment process, diversification, and market appreciation over a meaningful period of time. We all know this. So, how do we manage our logic, instincts, and emotions to be a successful investors?

We’ll explore how to take charge and put your Mind over Money ™ and design the future and achieve the dreams you plan for.

 

You must pre-register for this Zoom event.