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

 

Apr
1
Fri
American Dream Experience – April 2022 @ LIsmore Hotel Eau Claire - A DoubleTree By Hilton Hotel
Apr 1 – Apr 2 all-day

The American Dream Experience

April 1st and 2nd, 2022 at 9am – 5 pm CDT and the Completion and Guest Event on Tuesday April 5th from 6 – 8:30pm CT

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 920-893-5262 for additional information.

 

 

May
24
Tue
Empowered Investor Series – 2022: Built to Last – Engineering a Portfolio to Outlast a Volatile Market @ Veritas Financial Services, LLC
May 24 @ 11:30 am – 12:30 pm

Built to Last

5/24/2022 at 11:30m-12:30pm CT

As we struggle through pandemic recovery, soaring inflation, and geopolitical unrest now, more than ever, it is critical to fortify yourself from the anxiety that is running rampant in the market.

Most people invite worry about, or lose faith in their investment strategy when uncertainty and fear affect the stock market. This can lead to costly mistakes, and certainly leaves investors with no real sense of peace of mind.

This conversation will detail how investors’ portfolios are engineered with the intent to WITHSTAND A FINANCIAL CRISIS, as well as address common misconceptions held by investors when making investment decisions that can be detrimental to your financial future – especially in times of uncertainty.

 

You must pre-register for this Zoom event.

 

 

May
25
Wed
Empowered Investor Series – 2022: Built to Last – Engineering a Portfolio to Outlast Market Volatility @ Veritas Financial Services, LLC
May 25 @ 11:30 am – 1:00 pm

Built to Last

5/25/2022 at 11:30m-1:00pm CT

 

As we struggle through pandemic recovery, soaring inflation, and geopolitical unrest now, more than ever, it is critical to fortify yourself from the anxiety that is running rampant in the market.

Most people invite worry about, or lose faith in their investment strategy when uncertainty and fear affect the stock market. This can lead to costly mistakes, and certainly leaves investors with no real sense of peace of mind.

This conversation will detail how investors’ portfolios are engineered with the intent to WITHSTAND A FINANCIAL CRISIS, as well as address common misconceptions held by investors when making investment decisions that can be detrimental to your financial future – especially in times of uncertainty.

Join us for an in-person, in-office conversation.

 

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.