Join Family Wealth Partners for a raw and eye-opening look at investing. This is a No-Cost Event where attendees can expect to learn:

  • How to recognize where the financial industry is speculating and gambling with your money and ways to identify it.
  • Where your investments might not be well-diversified & How to fix it.
  • Why you may be underperforming and not even know it.
  • How to gain financial clarity, despite the confusing and overwhelming media.
  • A simple way to build a better IRA, 401k, or Other Investment Account, whether you have $10,000 saved or $1,000,000.

We will conclude the event with a drawing for a $25 gift card to Ink & Ivy.

Discover how to make sure you are doing the right things with your IRA, 401K and Other Investments… without studying for a Finance degree or blindly trusting someone else to make decisions with your money. 

Location of Event

Packard Place
222 S. Church Street
Charlotte, NC 28201

Parking Paid for by Family Wealth Partners

We believe with awareness, education, and the correct approach - people planning for retirement, paying for college, or with other financial goals will rachet up their saving and investing knowledge, resulting in better decisions!

November 5, 2019

6:00 - 6:35 PM: Socialize, Light Appetizers & Drinks

6:35 - 7:30 PM: Presentation "Don't Cheat Yourself"

7:30 - 7:45 PM: Q & A

7:45 PM - Drawing for Ink & Ivy Gift Card ($25)

Join us for ... Good Food and Fun Education

Why These Events

People ask us why we host these educational events. We do these for our clients, their guests, and the community. These free workshops provide a program of sound investment information, education, and support to help you take control of your financial present and future.

Register Now

Complete the form below to RSVP and get a reminder the day before the event.

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Family Wealth Partners

Investment Advisory Services offered through Family Wealth Partners, a North Carolina Registered Investment Advisor.