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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.