Several times a year Family Wealth Partners hosts simple “Investor Education” classes for our clients,  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 future.

What does Investing and Wine Tasting have in common, you ask?  We have put together a fun presentation and discussion which will be followed by an Italian themed Wine Tasting.

You will gain insight on …and more…

  •  The four investing myths commonly accepted and utilized in ones IRA, 401k, Savings and Other Investments.
  • Begin to learn what to look for and how to achieve true peace of mind around what you are doing.
  • The four commonly accepted myths accepted about Wine and Tastings.
  • Learn more about wine, tastings, and have fun around what we perceive to be true about wine; which might or no make much difference in your enjoyment.



A confirmation email will be sent after registration within 24 hours

The Wine Room in Afton Village, Concord  NC