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Available Online

Prefit Financial Literacy Course

Creating your Financial Future

Starts Mar 3Online over Zoom

Available spots


Intention: creating an interactive space for financial discussion and coaching. Outcome: participants gained critical knowledge to manage common personal finance matters with confidence. Chapter 1, Financial Literacy and Your True Purpose for Money - What is literacy and current status in the US - How has Americans prepared themselves financially? - Discover what your True Purpose for Money is and let that guide your financial discussion making process. Chapter 2, Threats that exist Today - First 5 Primary Threats to income and how to eliminate them. - Emergency Savings - Impact of income taxation Chapter 3, Threats to Retirement - Primary threats to income in retirement. - What Investing is and isn’t. - Investor behaviors that destroy return. Chapter 4, Home Buying and Credit What’s the process of buying a home. Myths about how credit works. Pitfalls to avoid. Credit Repair and Debt Management. All sessions are 90 minutes and online via Zoom. You will receive a workbook and assignment for each session. In respect to the privacy of participants recordings of these sessions are for training and compliance purposes and for Wealth Cairn internal use. They will not be made available to the participants and the general public.


Upcoming Sessions


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

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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