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
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1028 Lee-Ann Drive
Concord, NC 28025
222 S. Church Street
Charlotte, NC 28202
Investment Advisory Services offered through Family Wealth Partners, a North Carolina Registered Investment Advisor.