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
14
Sat
Empowered Investor Series – Dismantling the Myths of Investing and Mind Over Money
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.

 

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.