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Verify, Verify, Verify

Sat, Jul 11

|

Online via Zoom

When entrusting your financial future to any institution it is imperative to do the critical thinking and research that will enable you to have confidence about your decision. Verifying three critical factors can help you make this important decision.

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Verify, Verify, Verify
Verify, Verify, Verify

Time & Location

Jul 11, 2020, 10:30 PM PDT – Jul 12, 2020, 12:00 AM PDT

Online via Zoom

About the Event

Whether you are a new investor or an experienced one this discussion is designed to benefit you.

In this workshop we will look at how some investor fall victim of fraud around us, the psycology behind it and the criminals who profit from investor's losses.  We will examine how an investor can verify the institution they invest in, decipher the mountains of information and how to select money managers.

This workshop is designed so that you will receive value from your participation.  Instead of an unidirectional webinar, your experience will be closer to a company Zoom meeting where you hve the option to participate, ask questions and interact.  

We respect your time and we will start the event at the time stated.  All participants will be muted and camera off.  You are welcome to turn on your camera feed and we ask that you remain muted until when you are called for your question or at the end of the program.

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Locations
Northern California

910 E Hamilton Ave
Suite 150

Campbell, CA 95008

Southern California

333 N Indian Hills Blvd

Claremont, CA 91711

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.

CA Ins lic 0E19513.

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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