Dinner & Learn - Tues, Feb 9th at Packard Place in Charlotte. 5:30pm-7:15pm

Make sure you are doing the right things with your 401k, IRA and Other investments.  With the current market and economic volatility, it is even more important.


At this DINNER & LEARN you will: 
  • Discover how the financial industry is gambling with your money and ways to identify it.
  • Learn why you may be under performing and not even know it.
  • Gain financial clarity, despite a confusing and overwhelming media.
  • Learn a simple and easy way to build a better portfolio & make the most of your 401k, IRA and Other Investments.



Join us as we discuss how you can have a better investing experience, and why an investment or mutual fund manager’s track record means nothing about how well it will do for you.


 Packard Place Front Entrance and BldgThe discussion will be informative, helpful, and thought provoking.  There is no cost to attend and we will pay for your parking.


 We believe with awareness, education, and the correct approach; people planning for retirement, paying for college, and other financial goals will improve their saving and investing experience.



Register and join us for … Good Food and Fun Education.

                        Wine Event at Packard            Keith Don't Cheat Action (yr 2014)



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.




In Don’t Cheat Yourself we will talk about Active vs Passive Activity inside the products we use.  Many do not even know this is occurring and the impact it has in many areas.  This video talks about that some and gives an example.