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

 

Feb
17
Mon
Separating Myths from Truths of Investing, Knowing the Crucial Difference @ Veritas Financial Services LLC
Feb 17 @ 11:00 am – 1:30 pm

Investing Myths and Truths

A financial education opportunity that will explain the ‘how & why’ of what we do. We’ll discuss ‘what works and what doesn’t work’ with your investing mindset, strategy, and results.

If you have recently attended an American Dream Experience you will find that this is a very different event and supplements all the great work you’ve been doing. Layers of education are the very best way to commit new or complicated concepts to memory and remain committed for the long run.

Allow us to help you understand what is truth and what is myth.

What we’ve heard from previous presentations:

  • “These presentations help remove the fear of investing based on hearsay!”
  • “Another good refresher. Thank You.”
  • “Very interesting information.”

 

RSVP to save your spot!

Mar
16
Mon
Mind Over Money @ Veritas Financial Services LLC
Mar 16 @ 11:30 am – 1:00 pm

The way you think about your investments and investing strategy has a huge impact on your ability to achieve the success you seek.

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 dreams you plan for.

RSVP to save your spot!

Apr
16
Thu
After Mark – A Zoom Discussion with Margaret and Jeremy
Apr 16 @ 4:00 pm – 5:00 pm
Please save the date and time to watch Thursday’s very informative presentation from Mark Matson.
Then plan to login and join us on Zoom as Margaret and Jeremy will discuss all your questions and/ or comments from Mark Matson’s Live stream presentation.
Veritas Event – After Mark Q & A (at the top of the hour to follow Mark’s event)
Topic: After Mark​
Time: Apr 16, 2020 04:00 PM Central Time (US and Canada)​
Join Zoom Meeting​
https://zoom.us/j/99601797863?pwd=SmVpNjRpSm9SMUdjZXpJNm9CNEZhQT09​
Meeting ID: 996 0179 7863​
Password: 032717​
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+13126266799,,99601797863#,,#,032717# US (Chicago)​
Dial by your location​
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Meeting ID: 996 0179 7863​
Password: 032717​
Find your local number: https://zoom.us/u/adwo2KLBch​
Hope to see you online soon!