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Investor Coaching Series - Built to Last

Tue, Sep 17

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Online Over Zoom

Confidence in your portfolio engineering.

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Investor Coaching Series - Built to Last
Investor Coaching Series - Built to Last

Time & Location

Sep 17, 2024, 2:20 PM – 4:00 PM

Online Over Zoom

About the Event

Did you know:

Portfolio engineering is the backbone of building efficient portfolios?

Portfolio engineering is only as good as the execution?

Fees are important but aren’t the main driver of returns?

You can get answers to these questions and more at the next Investor Coaching Series call; Built to Last.

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Ready to make a difference in your finances?  Talk to a coach at 408-520-1518

Your subscription has been received. Thank you.

Locations
Northern California

910 E Hamilton Ave
Suite 150

Campbell, CA 95008

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Southern California

333 N Indian Hills Blvd

Claremont, CA 91711

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Investment Advisory Services are offered through Wealth Cairn, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.  Securities cannot be purchased, sold or traded, insurance coverage cannot be bound, altered, or cancelled via e-mail or voice message system.  Wealth Cairn and its advisors do not offer legal or tax advice.  Please consult an attorney or a Certified Public Accountant for legal and tax advice.

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CA Ins lic 0E19513.

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This website is reviewed by regulators for advertising compliance.  References to FINRA, SEC and other security regulators does NOT imply that Wealth Cairn is approved, sponsored or recommended by the regulators.

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