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

 

Jan
26
Thu
American Dream Experience – January 2023 – A Virtual Experience
Jan 26 – Jan 27 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.

 

 

Feb
7
Tue
Empowered Investor Series – Politics & Portfolios
Feb 7 @ 11:30 am – 1:00 pm

Politics and Portfolios

February 7th, 11:30am-1pm CT

After a tumultuous year in 2022, where do investors go from here?

Last year stock markets declined substantially, bond investors experienced losses not seen in decades, virtual currencies crumbled, and real estate cooled.  Add to that a nation still divided by politics, record high inflation, and the concern of a recession.  For investors, it may be difficult to find optimism about the future.

In this conversation, we will look at political effects on the markets and how investors can transform how they relate to concerns like inflation and recession. How they can change their outlook and increase their investing peace of mind.

With a fresh perspective, it is possible to transform perceived threats into valuable opportunities.

Click Register Now! for Zoom login information.

 

 

Would you like to attend this session in-office for a lunch and learn instead?  Send us the Event Name, your Name, and Email address and we will register you for our in-person presentation at info@veritasinvesting.com.

 

Feb
8
Wed
Empowered Investor Series – Politics & Portfolios
Feb 8 @ 6:00 pm – 7:30 pm

Politics and Portfolios

February 8th, 6-7:30pm CT

After a tumultuous year in 2022, where do investors go from here?

Last year stock markets declined substantially, bond investors experienced losses not seen in decades, virtual currencies crumbled, and real estate cooled.  Add to that a nation still divided by politics, record high inflation, and the concern of a recession.  For investors, it may be difficult to find optimism about the future.

In this conversation, we will look at political effects on the markets and how investors can transform how they relate to concerns like inflation and recession. How they can change their outlook and increase their investing peace of mind.

With a fresh perspective, it is possible to transform perceived threats into valuable opportunities.

Click Register Now! for Zoom login information.