Workshops for Your Workplace or Group

Don't you wish you had a money tree out back?  We'd like one too! 

No, sorry, we can't make money grow on trees, but we CAN help?

Veritas Financial Services is offering complimentary workshops for your organization, church group, club, workplace, couples group, etc.

These classes are not a pitch for financial products.

Just Some of the Classes You Can Choose:

Financial Building Blocks  Too much month at the end of your money?  Discover the basics for a successful future, build a spending plan, understand the nuts and bolts of savings, credit, and other money tools.

$even Money Blind $pots   What you don't know can hurt you!  Are you about to be blindsided by the common money mistakes?

Myths and Truths of Investing  We will de-fog the mystery of investing, show you some keys to make the stock market work for you, and uncover some Wall Street myths and misconceptions.

Your Power Years   Retirement planning is about more thqan saving a bunch of money.  Explore lifestyle issues and advantages and disadvantages of various financial tools.

Avoid Tax Traps   Mistake-proof your return, capture all your deductions, and avoid pitfalls that can snare unwary investors.

Protecting Your A$$etts   Understand various financial strategies that will help you leverage your finances, safeguard your assets, and keep more of your hard-earned money.

Finances for Couples  Destress dealing with money and explore strategies and skills for working together to reach your financial goals.

College Savings, Financial Aid, and Your Taxes   Understand financial aid choices, and explore options and consequences of various types of accounts.

Leaving a Legacy   "You can't take it with you," but are you using the right tools to ensure that your legacy will endure after you are gone?