Client Center: Events

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

 

Agenda
Agenda
November 2022 – January 2023 Nov 2022 – Jan 2023
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Nov
16
Wed
Empowered Investor Series – Five Huge Mistakes Investors are Making Today
Tickets
Nov 16 @ 6:00 pm – 7:30 pm

Five Huge Mistakes Investors are Making Today

November 16th, 6:00pm-7:30pm CT

Do you know what you could be doing that is putting your financial future in jeopardy?
Join us on Zoom on Wednesday, Nov 16th, 6:00 pm – 7:30 pm CST to discover the 5 HUGE MISTAKES investors are making right now with their portfolios and endangering their financial future.
As we move from one crisis to the next, enduring ongoing market volatility and uncertainty, one thing is certain: panic and fear rule the day. In fact, it has never been easier or more tempting to violate the most basic rules of investing and jeopardize your life savings.
We will address the reality investors are dealing with right now, and the steps you can take to safeguard your financial future.

Click Register Now! for Zoom login information.

 

 

 

 

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Jan
14
Sat
Empowered Investor Series – Dismantling the Myths of Investing and Mind Over Money
Tickets
Jan 14 @ 9:00 am – 12:00 pm

Special Event: Dismantling the Myths of Investing and Mind Over Money

1/14/2023 at 9:00am-Noon CT

As an investor, it is important for you to have peace of mind around your investments and financial future. In this conversation, we will discuss two topics that are critical to successful investing.

  1. We start by dismantling the myths of investing to understand what investing is and is not. How do you design a well-engineered investment portfolio to weather a market storm? 
  2. We will explore how to take charge and design the financial future you strive to achieve and plan for. How do we manage our logic, instincts, and emotions to be a successful investor? 

Join us Saturday, January 14, 2023, from 9 am-12 pm (CST) for a conversation about investing that can provide you with access to greater understanding and peace of mind in a time when the media is sending fear-messaging about inflation… a recession… and big losses. Financial fitness can only happen with a disciplined investment process, diversification, and market appreciation over a meaningful period of time.

 

Join us on Zoom for an informational 3-hour conversation, and an opportunity to ask the questions you need answers to. 

Click REGISTER NOW and take action for your financial future.

 

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

 

 

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November 2022 – January 2023 Nov 2022 – Jan 2023

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