​Our Education Events provide a critical way to build understanding, ask questions and to grow your overall investing knowledge and confidence in what you are doing & why...without having a Finance degree.

If you want the knowledge to build your investing confidence, avoid the mistakes many make, and feel better about how you are investing, then attend our events. To be notified as events are added to the calendar, provide us with your name & email here on our RSVP page.

via Zoom on July 21st & 22nd - 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

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.

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

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.

Directions to Concord Office