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

 

Jun
22
Wed
Empowered Investor Series – 2022: Gearing Up for the Next Crash
Jun 22 @ 6:30 pm – 7:30 pm

Gearing Up for the Next Crash

6/22/2022 at 6:30m-7:30pm CT

We are going to discuss preparing for what experts cannot predict: The Next Crash

We’ll examine costly mistakes people make when they think when they panic. Margie and Jeremy will scrutinize the messages from the media and financial industry, and how they affect your mindset and behaviors that can lead to untimely decisions and poor portfolio performance.

Our goal is to leave you with peace of mind and confidence in trusting the science of investing and remaining a disciplined investor.

You must pre-register for this Zoom event.

 

Jul
8
Fri
American Dream Experience – July 2022 @ Hilton Garden Inn – Brookfield and Brookfield Conference Center
Jul 8 – Jul 9 all-day

The American Dream Experience

July 8th and July 9th, 2022 at 9am – 5 pm CDT  

Join us for our next American Dream Experience.

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.

 

 

Jul
21
Thu
American Dream Experience – July 2022 – A Virtual Experience
Jul 21 – Jul 26 all-day

The American Dream Experience – A Virtual Opportunity via Zoom

Thursday, July 21 & Friday, July 22nd, and an evening event on Tuesday, July 26th.

Get more information on the Zoom event here.



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.