Our Education Events provide a critical way for you to build understanding, ask questions and to grow your overall investing knowledge and confidence in what you are doing & why...and you don't have to have a Finance degree.
If you want to learn more about investing, see how to avoid the mistakes many people make, and feel better about how you are saving and investing your money, then we invite you to attend our events.
To be notified as events are added to the calendar, provide your name & Email here on our RSVP page.
Fun Education & Wine Tasting!
Come learn four commonly accepted investing myths which are harmful to investments like your 401k, IRA, College Funds, and other accounts and how they are similar to four myths about wine.
Click below for more info and to Register.
Learn how stock picking, market timing, and track-record investing can damage your finances, investing peace of mind, and family's dreams. Fortunately, there is an empirically tested investing methodology, based on academic investing principles that avoids common destructive investing behavior and eliminates speculating and gambling with your money and your financial future. Click below for more info and to register to join us.
When is the next crash coming? We don't know. What we do know is that markets historically have short term downturns that unsettle investors and if they are not prepared lead to poor decisions-making. Get yourself armed with the knowledge you need to weather the next storm.
Gain an understanding of why you may be underperforming and not even know it. In addition, learn how to identify & recognize where the financial industry is speculating and gambling with your money and ways to eliminate it. Learn where your investments might not be well-diversified & How to fix it and how to gain financial clarity, despite the confusing and overwhelming media.
An Investment Advisory Firm, Matson Money, hosts the American Dream Experience (AMX) which is a great foundation aligned with our investment approach and is great event for anyone to attend. For a better understand of what they are about and consider attending one, watch the video below & visit their event page to learn more -->
the AMX website
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!
We do these events 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.
Join us for ... Engaging and Informative 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.
Copyright © 2023
Family Wealth Partners
704-782-9064
Investment Advisory Services offered through Family Wealth Partners, a North Carolina Registered Investment Advisor.
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Complete the form below to RSVP and get reminders before the event.