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

 

Jun
22
Tue
Empowered Investor Series – Transforming the Financial Services Industry
Jun 22 @ 11:30 am – 12:30 pm

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.

 

Jun
23
Wed
Empowered Investor Series – Transforming the Financial Services Industry
Jun 23 @ 6:30 pm – 7:30 pm

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.

 

Jul
15
Thu
American Dream Experience – Scottsdale
Jul 15 – Jul 16 all-day

You are Invited to the American Dream Experience

July 15 and 16th in Scottsdale and July 19 via Zoom

The American Dream Experience is a compelling encounter with clear, life-altering truths about economics and investing.

This event is for all Veritas’ clients and their guests. When you attend the American Dream Experience, you’ll engage in a profound exploration of your family’s financial future and discover your True Purpose for Money.

To register contact us at the Veritas Financial Services Office at (920) 893-5262 or email us a request @info@vfidev.wpengine.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.