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


Empowered Investor Series – The Crypto Conundrum
Jun 28 @ 6:00 pm – 7:30 pm

The Crypto Conundrum

6/28/2023 at 6:00pm-7:30pm CT

There is a lot of advertising, conversation, interest, and hype around cryptocurrency and other digital “investments.” So, what is it all about?


Join us on Wednesday, June 28th at 6:00 pm CST, to learn about web-based investing and how our human behavior can get in our own way and destroy our investing success.

This is a great opportunity for you to continue, or invest in, your financial education. Join us on Zoom for an informational 90-minute conversation, and an opportunity to ask the questions you need answers to.

Click Register Now!


You must pre-register for this Zoom event.


Empowered Investor Series – 2023: Mind Over Money @ Veritas Financial Services, LLC
Jul 6 @ 6:00 pm – 7:30 pm

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.




American Dream Experience – July 2023 – A Virtual Experience
Jul 20 – Jul 21 all-day

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.