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
Mar
16
Mon
The way you think about your investments and investing strategy has a huge impact on your ability to achieve the success you seek.
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 dreams you plan for.
RSVP to save your spot!
Apr
16
Thu
Please save the date and time to watch Thursday’s very informative presentation from Mark Matson.
Then plan to login and join us on Zoom as Margaret and Jeremy will discuss all your questions and/ or comments from Mark Matson’s Live stream presentation.
Veritas Event – After Mark Q & A (at the top of the hour to follow Mark’s event)
Topic: After Mark
Time: Apr 16, 2020 04:00 PM Central Time (US and Canada)
Join Zoom Meeting
https://zoom.us/j/99601797863?pwd=SmVpNjRpSm9SMUdjZXpJNm9CNEZhQT09
Meeting ID: 996 0179 7863
Password: 032717
One tap mobile
+19292056099,,99601797863#,,#,032717# US (New York)
+13126266799,,99601797863#,,#,032717# US (Chicago)
Dial by your location
+1 929 205 6099 US (New York)
+1 312 626 6799 US (Chicago)
+1 301 715 8592 US
+1 346 248 7799 US (Houston)
+1 669 900 6833 US (San Jose)
+1 253 215 8782 US
Meeting ID: 996 0179 7863
Password: 032717
Find your local number: https://zoom.us/u/adwo2KLBch
Hope to see you online soon!
Apr
21
Tue
Meeting Topic: DISRUPTION! Living in a world out of control
Margaret and Jeremy lead a conversation on the current state of being, how it is impacting our lives, and what YOU can do to for Your future. Victim or Victor?
Meeting Time:
Apr 21, 2020 11:00 AM Central Time (US and Canada)
https://zoom.us/s/97230872659 Password: 086390
Phone one-tap
US: +19292056099,,97230872659# or +13126266799,,97230872659#
Join by Telephone
For higher quality, dial a number based on your current location.
Dial:
US : +1 929 205 6099 or +1 312 626 6799 or +1 301 715 8592 or +1 346 248 7799 or +1 669 900 6833 or +1 253 215 8782
Meeting ID: 972 3087 2659
Password: 086390
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