Date: Tuesday June 10th | Time: 5:30pm - 7:00pm | Location: Webinar via Zoom
Join us to discover how Rebalancing your investment portfolio is essential to prudent long-term investing in your IRA, 401k and other Investment accounts.
What you will learn:
- When is the right time to rebalance an investment portfolio.
- Why rebalancing is critical to managing investment risk and performance.
- How to properly rebalance an investment portfolio by applying academic investing and human behavior science.
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
Complete the form below to RSVP and get reminders before the event.
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.
Copyright © 2023
Family Wealth Partners
704-782-9064
Investment Advisory Services offered through Family Wealth Partners, a North Carolina Registered Investment Advisor.