Upcoming events

Stay tuned for upcoming events!

Charitable Giving Zoom Event 

We are hosting a live virtual event, educating you on tax-friendly ways to support the non-profits you care about. Whether you represent a charitable organization or you yourself give to non-profits, this educational workshop will go over a couple different tools to help you support causes that matter. 
 
In this hour, we will cover:
  • Tax Savings: Learn ways to help reduce income taxes, capital gains taxes, and even Medicare premiums.
  • Flexibility: Choose the timing and recipients of your donations; invest your contributions for potential growth.
  • Legacy Planning: Create a lasting impact with tax-efficient strategies for generational giving.
  • More Giving Power: Make larger, more strategic gifts.
  • Ease & Simplicity: Streamline your charitable contributions and reporting.
  • Consistent Support: Foster ongoing donor relationships and provide steady funding for causes you love.
Learn More — Join a Free Virtual Session:
  • Tuesday, Sept. 9 | 12:00 PM – 1:00 PM
  • Wednesday, Oct. 15 | 10:00 AM – 11:00 AM
  • Thursday, Nov. 6 | 4:00 PM – 5:00 PM
Register here! 

Past events

Clothesline Donation Drive 

We partnered with Anchorage Cops for Community to collect household items for local students in need!  

Client Appreciation Picnic!

We had a blast celebrating our 4th annual client picnic at Abbot Loop Community Park! This year we took things up a notch with door prizes and our first ever Veritas kickball game. 

 

 

 

2025 Band of Brothers Event 

Chad and the Veritas team delivered a powerful keynote at Band of Brothers in the Valley, about the importance of knowing your mission on this earth. 
Far beyond just hoping to retire some day, what are you chasing in life? 

Estate Planning Panel with attorney Nora Barlow 

 

 

 

 

 

 

 

2024 Dave Ramsey's Investing Essentials Event

1st Annual Client Appreciation BBQ