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

 

May
1
Fri
REPORTS! RETURNS! RESULTS!!! A Zoom Teleconference
May 1 @ 1:00 pm – 2:00 pm

This is an OPEN meeting…meaning it is open to all clients and guests of Veritas
There is a lot of information out there, not all of it of equal importance, and some of it confusing or even misleading.
This is an interactive discussion to show investors what information you need to make good decisions for your money so you can live the life you want.
Please register to secure your spot at the Zoom meeting.
After registering, you will receive a confirmation email containing information about joining the meeting.
May
15
Fri
New Zoom Series – The Empowered Investor: Opinions, who to trust?
May 15 @ 11:00 am – 12:00 pm

The Empowered Investor Series

Opinions! There is no shortage of opinions when it comes to investing. Who can you trust? A Zoom Teleconference

We have been having so much fun and success with Zoom that we are listening to feedback and rolling out more opportunities for interaction, conversation, and learning.

First Up: Opinions!  

In a world that is turned upside down and with so many confusing opinions out there… where do you turn to find guidance? Who do you trust? How do you regain power over your life?  Join the conversation around two divergent opinions Bull v/s Bear  James McDonald and Dr. Bob Froelich’s opinions. How does this impact your decisions?

Be sure to share this invite with a friend or family member so they can secure their own event link and join in the conversation. Please use the link below to Register for login details.

The Empowered Investor Series   A series of Zoom conversations designed to help investors find peace of mind in their financial decisions aimed at empowering you with the financial knowledge you need to live the life you love.

May 15, 2020

11 am CT

Zoom Registration Link: https://us02web.zoom.us/meeting/register/tZcrcOytqDsqHNW5KxnDrlyk5U-p9Zb9q6_L

May
29
Fri
Opinions! Everyone has one… Where should I invest to get the best returns?
May 29 @ 11:00 am – 12:00 pm

Growing Wealth

May 29th, 2020 at 11am CT

A conversation regarding the mutual fund/ investment industry and what it means for you.

Your investment philosophy and strategy might include stocks, bonds, and cash.  Sounds simple enough so why are there so many ideas out there on how to invest?  Passive vs actively managed accounts? What is a structured portfolio? How about Mutual Funds? ETF vs Index Funds?  We’ll address these issues and many more.

Please register on Zoom to get your login information.

https://us02web.zoom.us/meeting/register/tZcrcOytqDsqHNW5KxnDrlyk5U-p9Zb9q6_L ​

 

Jun
3
Wed
Opinions! Everyone has one… Where should I invest to get the best returns?
Jun 3 @ 6:30 pm – 7:30 pm

Growing Wealth

 

 

 

 

 

 

June 3rd, 2020 at 6:30pm CT

A conversation regarding the mutual fund/ investment industry and what it means for you.

Your investment philosophy and strategy might include stocks, bonds, and cash.  Sounds simple enough so why are there so many ideas out there on how to invest?  Passive vs actively managed accounts? What is a structured portfolio? How about Mutual Funds? ETF vs Index Funds?  We’ll address these issues and many more.

Please register on Zoom to get your login information.

 

https://us02web.zoom.us/meeting/register/tZ0scu-qqz4qE9cgfTC2JU57hN006t22H_C-%20%E2%80%8B

Jun
17
Wed
Opinions: ‘Alternative Investments’  What are they?  Do they have a place in your financial world?
Jun 17 @ 6:30 pm – 7:30 pm

June 17, 2020 at 6:30pm CT

 

Empowered Investor Series #3  Opinions: ‘Alternative Investments’  What are they? Do they have a place in your financial world?

Hedge funds?  Gold or Silver? Real Estate?

Join the conversation and be Empowered through Knowledge

 

Please register on Zoom to get your login information.

 

Jun
19
Fri
Opinions: ‘Alternative Investments’  What are they?  Do they have a place in your financial world?
Jun 19 @ 11:00 am – 12:00 pm

June 19, 2020 at 11:00am CT

 

Empowered Investor Series #3  Opinions: ‘Alternative Investments’  What are they? Do they have a place in your financial world?

Hedge funds?  Gold or Silver? Real Estate?

Join the conversation and be Empowered through Knowledge

 

Please register on Zoom to get your login information.

 

Jun
30
Tue
Empowered Investor Series #4: Outlook: Glass 1/2 Empty or Glass 1/2 Full? The surprising impact of investor bias in your investment portfolio.
Jun 30 @ 6:30 pm – 7:30 pm

 

6-30-2020 at 6:30pm

Outlook!: Glass 1/2 Empty or Glass 1/2 Full? The surprising impact of investor bias in your investment portfolio.

  • Human beings are not hard-wired for long term investing
  • Since investors are human beings, numerous biases will make the investing process more difficult
  • A positive outlook is extremely helpful, if not necessary for long term investing

Our beliefs and mindset affects our financial success.  Discover the behavioral science of how our brains work and how our humanity often derails our success.

This awareness can empower your decisions around money and save you needless anxiety, worry, and financial duress

Jul
2
Thu
Empowered Investor Series #4: Outlook: Glass 1/2 Empty or Glass 1/2 Full? The surprising impact of investor bias in your investment portfolio.
Jul 2 @ 11:00 am – 12:00 pm

 

7-2-2020 at 11am CT

Outlook!: Glass 1/2 Empty or Glass 1/2 Full? The surprising impact of investor bias in your investment portfolio.

  • Human beings are not hard-wired for long term investing
  • Since investors are human beings, numerous biases will make the investing process more difficult
  • A positive outlook is extremely helpful, if not necessary for long term investing

Our beliefs and mindset affects our financial success.  Discover the behavioral science of how our brains work and how our humanity often derails our success.

This awareness can empower your decisions around money and save you needless anxiety, worry, and financial duress

Jul
29
Wed
Empowered Investor #5: Separating Myth and Truths of Investing
Jul 29 @ 6:30 pm – 8:00 pm

 

Separating Myths from Truths of Investing, Knowing the Crucial Difference

7-29-2020 at 6:30pm CT

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

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.

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

Jul
31
Fri
Empowered Investor #5: Separating Myth and Truths of Investing
Jul 31 @ 11:00 am – 12:30 pm

 

Separating Myths from Truths of Investing, Knowing the Crucial Difference

7/31/2020 at 11am-12:30pm CT

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

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.

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