Resources: 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
Myths and Truths of Investing
4/13/2021 at 11:30am-12:30pm CT
Join us for our next presentation, Myths and Truths of Investing – a Zoom meeting. This is a client favorite and important to see more than once.
Myths and Truth of Investing… This discussion will give you an understanding of what True investing is and reveal what speculating and gambling is and how to apply this knowledge, take advantage of market returns, manage risk, and costs of investing.
You must pre-register for this Zoom event.
Myths and Truths of Investing
4/14/2021 at 6:30pm-7:30pm CT
Join us for our next presentation, Myths and Truths of Investing – a Zoom meeting. This is a client favorite and important to see more than once.
Myths and Truth of Investing… This discussion will give you an understanding of what True investing is and reveal what speculating and gambling is and how to apply this knowledge, take advantage of market returns, manage risk, and costs of investing.
You must pre-register for this Zoom event.
Getting Ready to Retire
5/11/2021 at 11:30am-12:30pm CT
Join us for our next presentation, Getting Ready to Retire – a Zoom meeting.
Is retirement on your horizon, but not sure what steps you should be taking now? In this discussion, we’ll look at the areas to examine as retirement approaches, so that you are in a good position to transition into that next phase of your life.
We will discuss areas such as investments, health care, and tax planning.
You must pre-register for this Zoom event.
Getting Ready to Retire
5/12/2021 at 6:30pm-7:30pm CT
Join us for our next presentation, Getting Ready to Retire – a Zoom meeting.
Is retirement on your horizon, but not sure what steps you should be taking now? In this discussion, we’ll look at the areas to examine as retirement approaches, so that you are in a good position to transition into that next phase of your life.
We will discuss areas such as investments, health care, and tax planning.
You must pre-register for this Zoom event.
You are Invited to a Special Introduction to the American Dream Experience
June 17th, 2021 at 10am – 1pm CDT
Join us for our next Special Introduction to the American Dream Experience – a virtual conference.
The Special Introduction to the American Dream Experience is an extraordinary online event where you can dive into the profound, life-altering conversations created that are created in the robust and popular 2-Day American Dream Experience. By participating in this event, you can encounter first-hand the breakthrough financial education that attending the American Dream Experience makes available. You will have the opportunity to:
- Understand the science of investing as access to maximize the quality of life for your family and what’s most important to you.
- Discover that now is the time to take action in the matter of your financial future and the fulfillment of your dreams hangs in the balance.
- Leave with the possibility of the American Dream being available for you and your family.
Hosted via Zoom
This event is for all Veritas’ clients and their guests.
To register contact us at the Veritas Financial Services Office at (920) 893-5262 or email us a request @info@veritasinvesting.com and we will contact you.
You must pre-register for the event with your Veritas Financial coach or call Patricia at 920-893-5262 for additional information.
The American Dream Experience
June 18 and June 19th, 2021 at 9am – 5 pm CDT and the Completion and Guest Event on Monday 21st from 6 – 9pm CDT
Join us for our next American Dream Experience – a virtual conference.
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 Patricia at 920-893-5262 for additional information.
Transforming the Financial Services Industry
6/22/2021 at 11:30am-12:30pm CT
Join us for our next presentation, Transforming the Financial Services Industry – a Zoom meeting.
The financial services industry has evolved a lot since the beginning. From Stock Brokers to Investment Representatives, to now Registered Investment Advisors.
We’ll take a look back, and a look ahead to what is on the cutting edge of our field and what the future may look like.
You must pre-register for this Zoom event.
Transforming the Financial Services Industry
6/23/2021 at 6:30pm-7:30pm CT
Join us for our next presentation, Transforming the Financial Services Industry – a Zoom meeting.
The financial services industry has evolved a lot since the beginning. From Stock Brokers to Investment Representatives, to now Registered Investment Advisors.
We’ll take a look back, and a look ahead to what is on the cutting edge of our field and what the future may look like.
You must pre-register for this Zoom event.
You are Invited to a Special Introduction to the American Dream Experience
September 16th, 2021 at 10am – 1pm CDT
Join us for our next Special Introduction to the American Dream Experience – a virtual conference.
The Special Introduction to the American Dream Experience is an extraordinary online event where you can dive into the profound, life-altering conversations created that are created in the robust and popular 2-Day American Dream Experience. By participating in this event, you can encounter first-hand the breakthrough financial education that attending the American Dream Experience makes available. You will have the opportunity to:
- Understand the science of investing as access to maximize the quality of life for your family and what’s most important to you.
- Discover that now is the time to take action in the matter of your financial future and the fulfillment of your dreams hangs in the balance.
- Leave with the possibility of the American Dream being available for you and your family.
Hosted via Zoom
This event is for all Veritas’ clients and their guests.
To register contact us at the Veritas Financial Services Office at (920) 893-5262 or email us a request @info@veritasinvesting.com and we will contact you.
You must pre-register for the event with your Veritas Financial coach or call Patricia at 920-893-5262 for additional information.
You are Invited to a Special Introduction to the American Dream Experience
December 9th, 2021 at 10am – 1pm CDT
Join us for our next Special Introduction to the American Dream Experience – a virtual conference.
The Special Introduction to the American Dream Experience is an extraordinary online event where you can dive into the profound, life-altering conversations created that are created in the robust and popular 2-Day American Dream Experience. By participating in this event, you can encounter first-hand the breakthrough financial education that attending the American Dream Experience makes available. You will have the opportunity to:
- Understand the science of investing as access to maximize the quality of life for your family and what’s most important to you.
- Discover that now is the time to take action in the matter of your financial future and the fulfillment of your dreams hangs in the balance.
- Leave with the possibility of the American Dream being available for you and your family.
Hosted via Zoom
This event is for all Veritas’ clients and their guests.
To register contact us at the Veritas Financial Services Office at (920) 893-5262 or email us a request @info@veritasinvesting.com and we will contact you.
You must pre-register for the event with your Veritas Financial coach or call Patricia at 920-893-5262 for additional information.