CALL TO RSVP(336) 668-4338



INVESTING ON A HUNCH? NOT!

When we think about all the ways to invest, most of us know that a "HOT TIP" is NOT the way to make an investment decision. But that doesn't mean we sometimes aren't tempted or even lured away by the hopeful visions of explosive riches coming our way with just one super smart investment! But that really isn't the most devious "Get Rich" scheme out there. The others are styled in a way that sounds very sophisticated and they are much more alluring. So how do you invest effectively in order to reach your financial and life goals? Would evidence play a role? We hope so and therefore, we want to share that information with you so you have the necessary armor to withstand all the fiery arrows the investment community will shoot at you in their desire to capture your money.


JOIN US FOR ONE OF THESE FUN AND EDUCATIONAL WORKSHOPS
IN BALLANTYNE OR HUNTERSVILLE

Monday, April 29th - BALLANTYNE
WEDNESDAY, MAY 1ST - HUNTERSVILLE
10:00 - 11:00 AM

REGISTER TODAY

REGISTRATION CLOSES IN:

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WHAT YOU'LL LEARN AT THIS EVENT:

Determining Factors for Returns
Access to a lot of investment products and the fees you pay are NOT the only determining factors for returns
Determinants of Portfolio Performance
What are the determinants of portfolio performance?
Your Portfolio's Performance
We will review the performance of investment portfolios with an eye to how we have been working to improve those through a reduction in fees
Change Your Outlook on Markets
The investment philosophy that will change your outlook on markets
The Burning Questions You Want Answered
You will be able to submit questions prior to the event that we will answer during our gathering, as well as taking your questions from the floor
And Much More!
There are always surprises we have for those who attend, so plan to be a part of our community and learn while you have fun!
EVENT LOCATION
The Potter Law Firm
15720 Brixham Hill Avenue, Suite 300
Charlotte, NC 28277
Click Here for Map

Discover How You May Have Peace of Mind About Your Investments...

RSVP TODAY!

 

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R. Michael Flanders, CFP

Mike Flanders founded Strategic Planning Corporation in 1986 after having been a founding member of a previous financial planning firm in Greensboro, NC. He started his own firm to help clients eliminate the problems that traditional financial planners create through following the myths of investing pushed on investors through Wall Street and the complicit financial media. Once he knew the truths of prudent investing, Mike had a burning desire to help as many people as possible avoid the myths that destroy wealth and create pain for investors.

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John R. Potter, JD

John Potter is an Estate Planning and Elder Law attorney in Charlotte, North Carolina, with offices in Ballantyne and Huntersville. John is also a Financial Coach with Strategic Planning Corporation. His practice focuses exclusively on two areas: Estate Planning, helping individuals protect their families and preserve their legacies both during their lifetimes and after their deaths, including through Wills and Living Trusts; and Elder Law and special needs planning, assisting individuals in qualifying for Medicaid and other government benefits to offset the costs of long-term care, including nursing home care and other medical expenses.