Crash or Boom Event

May 10th, 5:15 -7:15pm at PACKARD PLACE

 With all the volatility in the stock market, what are we to do?  How should we handle our investments like our IRA, 401(k), and College Fund?



This is a free event for the sophisticated investor to the novice who wants to keep it simple.


For all of our current clients this education is a big part of helping you understand what you are doing and why as it applies to your Matson Money accounts and overall investment strategy.


Get answers on investing during and in anticipation of a Stock Market Crash or Boom:


                  ⇒  Is it possible to predict if a crash or boom is coming?

                  ⇒  How do we protect our IRA, 401(k), and College Funds from a market crash?

                  ⇒  How do we make sure our investments have positive returns during the next boom?

                  ⇒  What should we be doing if we think a Market crash or boom is about to happen?

                  ⇒  What mistakes do many people make before, during and after crashes and booms?

                  ⇒  How do messages from the media and financial industry affect our thinking about them?


 Learn how you should react to crashes or booms and SAVE or MAKE MONEY while you are at it!



We believe with awareness, education & the correct approach – people planning for retirement, paying for college, or striving to reach any financial goals will have more knowledge and understanding, resulting in decisions that can only ADD to your nest egg!


5:15 – 6:00:     Socialize, Appetizers and Refreshments

6:05 – 7:00:     Presentation: “Gearing Up for the Next Crash or Boom”  

7:00 – 7:15:      Q & A

7:15  –        :     Drawing for Ink & Ivy gift card


Directions to Packard Place (Charlotte)


We will be on the 1st floor directly to the right when you walk in the front door.


Parking will be paid for by Family Wealth Partners. Use Autopark 206 S. Church Street




  Join us for … Good Food and Fun Education.






Watch this brief video to understand why we host these free educational events for our clients, families, businesses, their guests, and the community.