​Our Education Events provide a critical way for you to build understanding, ask questions and to grow your overall investing knowledge and confidence in what you are doing & why...and you don't have to have a Finance degree.

If you want to learn more about investing, see how to avoid the mistakes many people make, and feel better about how you are saving and investing your money, then we invite you to attend our events.

To be notified as events are added to the calendar, provide your name & Email here on our RSVP page.

Learn how stock picking, market timing, and track-record investing can damage your finances, investing peace of mind, and family's dreams.  Fortunately, there is an empirically tested investing methodology, based on academic investing principles that avoids common destructive investing behavior and eliminates speculating and gambling with your money and your financial future.

May 19th |  5:30pm - 7:00pm | Virtual via Zoom

Click Here to Register TODAY!   

Below is a selection of the educational classes we’ve hosted over the years—many of which we’ll be offering again.

Join us at this Webinar to learn:

- There is an Investor’s Dilemma that can cause people to live investing lives of quiet desperation.

- There is a global dilemma that can cause worldwide suffering.

- Entrepreneurs and innovators have an opportunity to improve the quality of life on the planet.

- It is possible by simply investing you can make the world a better place.

With global unrest, negative economic headlines, and stock market volatility weighing on our minds, this Matson Money Investor Coaching Series presentation will help you put current events into a healthier, long-term perspective.

In this session, you’ll learn:

• Why so many investors experience fear and anxiety during times like this
• How fear can quietly lead to poor decisions at the worst possible time
• A clear investing strategy helps you stay grounded during uncertainty
• Why is creating a powerful long-term context critical to help in weathering market storms

Tax-loss harvesting is often framed as sophisticated investing. In reality, it can distract investors from the simple, empirically-tested investing principles that can help create long-term wealth.  Join us to see why this tactic can be distracting and diff­cult to execute while discovering how following an empirically-tested investing strategy can keep you focused on your financial future.

The American Dream Experience hosted by the Investment Advisory Firm, Matson Money, is aligned with Family Wealth Partners and our investment approach.  This is a great event for anyone wanting to explore their relationship with money, investing, and their financial future. For details about the event, as you consider attending, click below for more information.

Learn why global unrest can feel unsettling and may cause investors to question their strategy.  See how history shows little to no correlation between global conflict and long-term market declines.  Discover why remaining committed to a prudent, diversified strategy - even during turbulent times - can provide investing and financial clarity and confidence.

Do you know how to actually measure the success or failure of your investment portfolio?  Join us to discover what goes into measuring how your portfolio is really doing and what gets passed off and accepted in the investment world as results.

Join us to learn how the ideals that make the American Dream possible were established in the founding documents.  Discover why a free-market economy is the only system that allows for the realization of the American Dream.  Experience freedom, self-determination, and opportunity making prosperity and growth available for you and for people globally.

Fun Education & Wine Tasting! 

Come learn four commonly accepted investing myths which are harmful to investments like your 401k, IRA, College Funds, and other accounts and how they are similar to four myths about wine.  

Join us to learn - Why Portfolio Engineering is critical to investing success.  Discover that by using Nobel Prize winning academic investing principles, an investment portfolio can be constructed to survive and thrive in all market conditions.

Join us to discover the dangers of insufficient diversification and how this can give investors a false sense of security when it comes to the make up of their portfolio. Learn what you can do to help protect your financial future now. 

When is the next crash coming? We don't know. What we do know is that markets historically have short term downturns that unsettle investors and if they are not prepared lead to poor decisions-making. Get yourself armed with the knowledge you need to weather the next storm.

Join us to learn - Why Rebalancing is essential to long-term prudent investing and risk control.  By default, human beings are not designed for rebalancing. It takes patience and courage to effectively rebalance over a lifetime.

Gain an understanding of why you may be underperforming and not even know it.  In addition, learn how to identify & recognize where the financial industry is speculating and gambling with your money and ways to eliminate it.  Learn where your investments might not be well-diversified & How to fix it and how to gain financial clarity, despite the confusing and overwhelming media.

Packard Place
222 S. Church Street
Charlotte, NC 28201

Parking Paid for by Family Wealth Partners

We believe with awareness, education, and the correct approach - people planning for retirement, paying for college, or with other financial goals will rachet up their saving and investing knowledge, resulting in better decisions!

We do these events 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.

Join us for ... Engaging and Informative Education

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.

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Family Wealth Partners
704-782-9064

Investment Advisory Services offered through Family Wealth Partners, a North Carolina Registered Investment Advisor.

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