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
Mind Over Money
7/6/2023 at 6:00pm-7:30pm CT
|Join us for a conversation about the ‘emotion and intellect’ of investing.
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 investor?
We’ll explore how to take charge and put your Mind over Money ™ and design the future and achieve the dreams you plan for.
Join us on Zoom for an informational 90-minute conversation, and an opportunity to ask the questions you need answers to.
Click REGISTER NOW and take action for your financial future.
The American Dream Experience – A Virtual Opportunity from Matson Money
Join us for your American Dream Experience via Zoom.
This two-day and one-evening event will give you the opportunity to alter your relationship with 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.
The Verify, Verify, Verify – The Importance of Transparency and Full Disclosure
9/26/2023 at 11:30am-1:00pm CT
Don’t be a victim of financial fraud!
In this Zoom opportunity, we will share insight on protecting yourself and your portfolio.
We will discuss why it’s important to ensure that your investment providers are transparent and practice full disclosure to give you peace of mind.
Join us to discover the significance of an investment custodian and using an investment manager that provides GIPS audited reviews.
Click Register Now!
You must pre-register for this Zoom event.