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
A comprehensive preparation course for anyone looking to retire in the future or maybe, not so near future.
Topics covered:
- Social Security
- Pension Choices
- Medicare
- Legal Issues
- Long-Term Care
- Investment Management
This is not a technical course but you will gather information and heightened awareness of the issues related to this important milestone.
Follow the links to register on the Plymouth Community Ed site.
Your Veritas presenter: Jeremy Burri – jburri@vfidev.wpengine.com
A comprehensive preparation course for anyone looking to retire in the future or maybe, not so near future.
Topics covered:
- Social Security
- Pension Choices
- Medicare
- Legal Issues
- Long-Term Care
- Investment Management
This is not a technical course but you will gather information and heightened awareness of the issues related to this important milestone.
Follow the links to register on the Plymouth Community Ed site.
Your Veritas presenter: Jeremy Burri – jburri@vfidev.wpengine.com
Join us for an amazing 2-day seminar entitled, American Dream Experience. ADEX (American Dream Experience) is designed to discover your true purpose of money and using these realities to get your mind over money.
Reception Friday, 5:30pm
Seminar Saturday, 8am-5pm
An elite coach from Matson Money will be our special guest presenter. Transportation will be provided from the Fox Cities area to Plymouth.
This will be an impactful event for you and your friends. This is a must-attend event for your financial future.