Date: Tuesday August 4th | Time: 5:30pm - 7:00pm | Location: Webinar via Zoom
Do you know how the success or failure of your investment portfolio should be measured?
Join us to discover what goes into measuring how your portfolio is really doing and what gets passed off and accepted as results.
Learn why:
- Gut instincts, emotions and comparative analysis are not reliable methods of measurement.
- You can only measure success or failure if you have defined acceptable outcomes.
- Relying on abstract measures of success can lead investors to make imprudent decisions and negatively impact their long-term results.
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.