THURSDAY, JUNE 4th ... 5:30 -7:30pm.

at The Wine Room in Afton Village, Concord NC
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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.


At this Event you  and we will:
  •  Separate the myths and facts about successful investing and your wine tasting enjoyment.
  • Discover similarities between investing and wine tasting that affect your experience & outcome.
  • Enhance your enjoyment of drinking wine and improve your investing performance.
  • Learn the four commonly accepted investing myths that are harmful to your IRAs, 401ks, Savings and Other Investments   &  How they are similar to four myths about wine.
  • Enjoy good food, good wine, and fun education.


Join us as we uncork the complex and murky worlds of investing and wine to reveal simple truths that will please your palate and your portfolio. This is your invitation to an exclusive wine tasting event.

Jon Castor, a Fine Wine Consultant at the WineRoom, will introduce some very special wines and share his expertise and experience with you. Before the official wine tasting begins, there will be a short presentation called “Uncork the Myths of Investing & Wine”. This will be a brief, yet informative talk about four myths that are commonly accepted about investing and drinking wine. Keith Laibson of Family Wealth Partners and Jon from the WineRoom will each take turns discussing these myths and what each of them have in common.  We will then wrap up the evening with an Italian Themed Wine Tasting. This is a great way to combine the things we love most … Good Food, Good Wine and Fun Education.


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.