Date: Tuesday August 12th | Time: 5:30pm - 7:00pm | Location: Webinar via Zoom
Join us to see why the construction of your investment portfolio is critical to your investing success. Studies show that over 91% of an investment portfolio's performance is determined by asset allocation - what goes into it in what percentages.
Learn why:
- Portfolio engineering is the backbone of building efficient investment portfolios.
- Portfolio engineering is only as good as the execution.
- Fees are important, but not a main driver of returns.
Location of Event
Packard Place
222 S. Church Street
Charlotte, NC 28201
Parking Paid for by Family Wealth Partners
Why These Events
People ask us why we host these educational events. We do these for our clients, their 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 present and future.
Register Now
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Through awareness, education, and the correct approach - people planning for retirement, paying for college, and pursuing other financial goals will grow their saving and investing confidence, resulting in better decisions.
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Family Wealth Partners
704-782-9064
Investment Advisory Services offered through Family Wealth Partners, a North Carolina Registered Investment Advisor.