Updated COVID-19 Response

Wealth Cairn is committed to the health and well being of our clients, our staff member and the staff at venues we cater.  In accordance with California's social distancing mandate we have momentarily suspended all in-person events until the conditions permit such activities safely.  

 

We hope to resume our awesome, engaging client events soon and for the moment we have elected to move our operations to Zoom.  Please select one of the option below.  

Investor Coaching workshops

We believe that each and everyone of us has a dream - a dream of what’s really possible in our lives.  An imagination of who we will become, the adventures that inspire us, the community that move us and embrace us.  We dream beyound what money can buy but who our true purpose calls us to be.
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WE believe
...that money does not buy us happiness.  However, the worry of insufficiency diminishes our dreams.   We created this series of financial education workshops to engage investors and to help you discover your true purpose for money and the dreams you harbor.  
We designed these workshops to be interactive and fun!  Yes, FUN.  We do not push any product sales on you.  This space is for us to explore what really matter to you in the world of finance, how you have accomplished what you have today, and discover what is possible for you to create in the future.
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We select  in our local community some of the most engaging venues, such as the Silicon Valley Capital Club or the San Jose Country Club, so come and join us for an afternoon of awesome, engaging event.
 

Upcoming Events

  • Dismantling Myths of Investing
    Dec 14, 2:30 PM – 4:00 PM PST
    Online Over Zoom
    The mythology of traditional investing leaves most investors confused and frustrated with their results. In this session you will discover the truth about investing and academic theories as an alternative to the accepted mythological model.
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Past Events

  • Oct 01, 10:00 AM – 11:30 AM PDT
    Online Over Zoom
    The mythology of traditional investing leaves most investors confused and frustrated with their results. In this session you will discover the truth about investing and academic theories as an alternative to the accepted mythological model.
  • Jul 26, 3:00 PM – 5:00 PM
    Online Via Zoom
    Understand the science of investing as a possible access to maximize the quality of life for your family.
  • Mar 19, 1:00 PM – 2:30 PM PDT
    Online over Zoom
    With the threat of war looming over Europe, nuclear arms on high alert, inflation reaching 40-year high and the persistent COVID-19 pandemic, some investors are experiencing tremendous anxiety. Appropriate context is critical to maintaining discipline.
  • Apr 22, 2021, 9:00 AM – Apr 26, 2021, 5:00 PM
    Online via Zoom
    The American Dream Experience is a two-day workshop that transforms your existing conversation about money and investing.
  • Mar 18, 2021, 3:00 PM – 6:00 PM PDT
    Online via Zoom
    Understand the science of investing as an access to maximize the quality of life for your family. Discover the true purpose for your money.
  • Jan 28, 2021, 9:00 AM PST – Jan 29, 2021, 6:00 PM PST
    Online via Zoom
    The American Dream Experience is a two-day workshop that transforms your existing conversation about money and investing.
  • Dec 10, 2020, 8:00 AM – 11:00 AM PST
    Online via Zoom
    Understand the science of investing as an access to maximize the quality of life for your family. Discover the true purpose for your money.
  • Oct 29, 2020, 9:00 AM – 12:00 PM PDT
    Online via Zoom
    Understand the science of investing as an access to maximize the quality of life for your family. Discover the true purpose for your money.
  • Sep 03, 2020, 9:00 AM – 12:30 PM PDT
    Online via Zoom
    Understand the science of investing as an access to maximize the quality of life for your family.
  • Aug 18, 2020, 10:00 AM – 11:30 AM PDT
    Online via Zoom
    The mythology of traditional investing leaves most investors confused and frustrated with their results. In this session you will discover the truth about investing and academic theories as an alternative to the accepted mythological model.
  • Aug 05, 2020, 1:00 PM – 2:30 PM PDT
    Online via Zoom
    In this engaging discussion we will explore the current landscape of investing, discover the forces that work against you as an investor on Wall Street and Main Street, and what you can do to arm yourself against them.
  • Jul 22, 2020, 12:30 PM – 2:00 PM PDT
    Online via Zoom
    The mythology of traditional investing leaves most investors confused and frustrated with their results. In this session you will discover the truth about investing and academic theories as an alternative to the accepted mythological model.
  • Jul 11, 2020, 10:30 PM PDT – Jul 12, 2020, 12:00 AM PDT
    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.
  • Jun 16, 2020, 10:00 AM – 11:30 AM PDT
    Online via Zoom
    The mythology of traditional investing leaves most investors confused and frustrated with their results. In this session you will discover the truth about investing and academic theories as an alternative to the accepted mythological model.
  • Jun 03, 2020, 10:30 AM – 12:00 PM PDT
    Online via Zoom
    In this engaging discussion we will explore the current landscape of investing, discover the forces that work against you as an investor on Wall Street and Main Street, and what you can do to arm yourself against them.
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"Each of us must come to the realization that we can function and live at the level of vision rather than following some great leader’s vision.  Instead of looking for a great leader, we are in an era where each of us needs to find the great leader in ourselves.”

Werner Erhard Interviewed by Loretta Ferrier
Scene Magazine/September-October 1982