Date: Wednesday April 23rd | Time: 5:30pm - 7:00pm | Location: Webinar via Zoom
Join us to discover the dangers of insufficient diversification and how this can give investors a false sense of security when it comes to their portfolio. Learn what you can do to help protect your financial future now.
Learn why:
- Few investors or financial professionals understand how to effectively diversify an investment portfolio.
- Engineering a portfolio that can achieve the highest expected returns for any given level of risk is complex and requires rigorous application of academic principles.
- Global diversification in the real-world means embracing that your portfolio will look different.
Location of Event
Packard Place
222 S. Church Street
Charlotte, NC 28201
Parking Paid for by Family Wealth Partners
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
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Through awareness, education, and the correct approach - people planning for retirement, paying for college, and pursuing other financial goals will grow their saving and investing confidence, resulting in better decisions.
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Family Wealth Partners
704-782-9064
Investment Advisory Services offered through Family Wealth Partners, a North Carolina Registered Investment Advisor.