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

 

Jan
19
Tue
Empowered Investor Series – Verify, Verify, Verify
Jan 19 @ 11:30 am – 12:30 pm

Verify, Verify, Verify

1/19/2021 at 11:30am-12:30pm CT

Join us for our next presentation, Verify, Verify, Verify – a Zoom meeting.

Don’t be a victim of financial fraud. We will share insight on protecting yourself and your portfolio.

Ensure your investment providers are transparent and practice full disclosure to give you peace of mind. Join us for insight into your investments.

You must pre-register for this Zoom event.

 

Jan
20
Wed
Empowered Investor Series – Verify, Verify, Verify
Jan 20 @ 6:30 pm – 7:30 pm

Verify, Verify, Verify

1/20/2021 at 6:30pm-7:30pm CT

Join us for our next presentation, Verify, Verify, Verify – a Zoom meeting.

Don’t be a victim of financial fraud. We will share insight on protecting yourself and your portfolio.

Ensure your investment providers are transparent and practice full disclosure to give you peace of mind. Join us for insight into your investments.

You must pre-register for this Zoom event.

 

Jan
27
Wed
American Dream Experience – January 2021
Jan 27 – Jan 28 all-day

The American Dream Experience

January 28th and 29th, 2021 at 9am – 5 pm PST

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.

 

 

Feb
16
Tue
Empowered Investor Series – Surviving the Perfect Storm
Feb 16 @ 11:30 am – 12:30 pm
Image by Free-Photos from Pixabay

Surviving the Perfect Storm

2/16/2021 at 11:30am-12:30pm CT

Join us for our next NEW presentation, Surviving the Perfect Storm – a Zoom meeting.

Are your investments built to last any storm?

Elections, the pandemic, and social unrest. 2020 was the perfect storm. We’ll look at how a well-built portfolio is designed and constructed to weather turbulent times.

 

You must pre-register for this Zoom event.

 

Feb
17
Wed
Empowered Investor Series – Surviving the Perfect Storm
Feb 17 @ 6:30 pm – 7:30 pm
Image by Free-Photos from Pixabay

Surviving the Perfect Storm

2/17/2021 at 6:30pm-7:30pm CT

Join us for our next NEW presentation, Surviving the Perfect Storm – a Zoom meeting.

Are your investments built to last any storm?

Elections, the pandemic, and social unrest. 2020 was the perfect storm. We’ll look at how a well-built portfolio is designed and constructed to weather turbulent times.

 

You must pre-register for this Zoom event.

 

Mar
16
Tue
Empowered Investor Series – Finding the Patience and Courage to Re-Balance
Mar 16 @ 11:30 am – 12:30 pm
Image by Steve Buissinne from Pixabay

Finding the Patience and Courage to Re-Balance

3/16/2021 at 11:30am-12:30pm CT

Join us for our next NEW presentation, Finding the Patience and Courage to Re=Balance – a Zoom meeting.

In March of 2020, many investors panicked and moved their money out of the market. In the face of uncertainty, it takes courage to remain disciplined and re-balance. We will examine what re-balancing is, and how it benefits the investor.

 

You must pre-register for this Zoom event.

 

Mar
17
Wed
Empowered Investor Series – Finding the Patience and Courage to Re-Balance
Mar 17 @ 11:30 am – 12:30 pm
Image by Steve Buissinne from Pixabay

Finding the Patience and Courage to Re-Balance

3/17/2021 at 6:30pm-7:30pm CT

Join us for our next NEW presentation, Finding the Patience and Courage to Re=Balance – a Zoom meeting.

In March of 2020, many investors panicked and moved their money out of the market. In the face of uncertainty, it takes courage to remain disciplined and re-balance. We will examine what re-balancing is, and how it benefits the investor.

 

You must pre-register for this Zoom event.

 

Mar
18
Thu
Special Introduction to the American Dream Experience – March 2021
Mar 18 @ 5:00 pm – 8:00 pm

Special Introduction to the American Dream Experience

March 18th, 2021 at 5-8pm CDT

Join us for our next Special Introduction to the American Dream Experience – a virtual conference.

This Special Introduction to the American Dream Experience, hosted via Zoom, is where you may discover profound, life-altering conversations around economics and investing that are created in the American Dream Experience.

 

You must pre-register for the event with your Veritas Financial coach or call Patricia at 920-893-5262 for additional information.

 

 

Mar
26
Fri
American Dream Experience – March 2021
Mar 26 – Mar 27 all-day

The American Dream Experience

March 26th and 27th, 2021 at 9am – 5 pm PST

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.

 

 

Apr
13
Tue
Empowered Investor Series – Myths and Truths of Investing
Apr 13 @ 11:30 am – 12:30 pm

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.