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office hour

In 2024, we are starting a pilot program as a way to give back our community and provide answers on much needed financial  matters to those who can benefit from them the most.

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During this hour I will be working on business related tasks while holding an open Zoom session.  Anyone can log in and ask any finance related questions.  There is nothing too simple or too complex.  Just ask.

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We will not collect your information or market any service to you.  There are no products to sell.  There is no fee.  No need to register.  Just show up at the dates and time below.

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Zoom link: https://zoom.us/my/wealthcairn

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Dates

We will start with once a week 9-10am on Tuesdays.  Depending on participation we may expand this program if it provides real value to the community.  For now we have committed to the following dates and times.  Each month we will reassess, add or remove dates.  However no dates will be removed within a week.  Please check back to confirm.

Tuesday Feb 27th, 9-10am

 

Tuesday March 12th, 9-10am

 

Tuesday April 2nd, 9-10am

 

Tuesday April 9th, 9-10am

 

Tuesday April 16th, 9-10am

 

Tuesday April 23rd, 9-10am

 

Tuesday April 30th, 9-10am

 

Tuesday May 7th, 9-10am

 

Tuesday May 14th, 9-10am. 

Tuesday June 4th, 9-10am

 

Tuesday June 11th, 9-10am

 

Tuesday June 18th, 9-10am

 

Tuesday June 25th, 9-10am

 

Tuesday July 2nd, 9-10am

 

Tuesday July 9th 9-10am

 

Tuesday July 16th, 9-10am

 

Tuesday July 23rd, 9-10am

 

Tuesday July 30th, 9-10am. 

Tuesday Aug 6th 9-10am

 

Tuesday Aug 20th, 9-10am

 

Tuesday Aug 27th, 9-10am

 

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More dates to come.  Check back soon.  

If you would like to discuss your financial matters in a one-on-one setting with a financial coach you can schedule a one hour complimentary Zoom meeting with this link.

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

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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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© 2024 by Wealth Cairn    

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