Several times a year Family Wealth Partners hosts “Investor Education” seminars 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 security.


July 24th, 2014 – 5:30pm

Dilworth Grill, Charlotte


Myths and Philosophies

    • An effective investment strategy without market timing and stock picking
    • Why an investment’s or fund’s track record means nothing about how well it will do for you
    • The ‘big secret’ of what’s killing the return in your portfolio
    • Why you may be underperforming, and not even know it
    • Choosing an investment philosophy in which you believe
    • How to build a better portfolio