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

 

Dec
12
Thu
Join Us for our Annual Holiday Open House @ Veritas Financial Services
Dec 12 @ 11:00 am – 6:00 pm

Chat with coaches – Review the year and what’s ahead for 2020!

We’ll have good eats and the opportunity to spread some cheer.

 

Jan
28
Tue
Mind Over Money – January’s Financial Education Over the Lunch Hour @ Veritas Financial Services LLC
Jan 28 @ 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.

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​
One tap mobile​
+19292056099,,99601797863#,,#,032717# US (New York)​
+13126266799,,99601797863#,,#,032717# US (Chicago)​
Dial by your location​
        +1 929 205 6099 US (New York)​
        +1 312 626 6799 US (Chicago)​
        +1 301 715 8592 US​
        +1 346 248 7799 US (Houston)​
        +1 669 900 6833 US (San Jose)​
        +1 253 215 8782 US​
Meeting ID: 996 0179 7863​
Password: 032717​
Find your local number: https://zoom.us/u/adwo2KLBch​
Hope to see you online soon!
Apr
21
Tue
DISRUPTION! Living in a world out of control
Apr 21 @ 11:00 am – 12:00 pm
Meeting Topic: DISRUPTION!  Living in a world out of control
Margaret and Jeremy lead a conversation on the current state of being, how it is impacting our lives, and what YOU can do to for Your future. Victim or Victor?
Meeting Time:
Apr 21, 2020 11:00 AM Central Time (US and Canada)

 

https://zoom.us/s/97230872659         Password:  086390

Or join meeting with the following methods
Phone one-tap
US: +19292056099,,97230872659# or +13126266799,,97230872659#
Join by Telephone
For higher quality, dial a number based on your current location.
Dial:
US : +1 929 205 6099 or +1 312 626 6799 or +1 301 715 8592 or +1 346 248 7799 or +1 669 900 6833 or +1 253 215 8782
Meeting ID:  972 3087 2659
Password:  086390
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