Building Community Connections 

Building community is vitally important to us at CWM. We value the opportunity to serve as connectors, whether we’re connecting our clients with trusted information and resources, or with other thoughtful and fascinating individuals. 

Below is a list of the events that CWM plans throughout the year, including: 

  • CWM Thirdlies, our three-times-per-year financial literacy and educational events are designed to broaden clients’ understanding of the drivers and opportunities for smart decision-making. We welcome clients to join us for dinner and insightful and entertaining discussions led by our senior advisors.
  • Exclusive IMPACT Club social events to relax and connect with other interesting, successful CWM clients while enjoying concerts, wine tastings and more. These invitation-only events are typically available to clients with more than $1 million in their CWM-managed portfolios – purely for fun and to say “thank you” for your business and partnership. 
  • Other fun family-oriented, educational and philanthropic events, including our gingerbread house-building party.

Upcoming Events

COVID-19 Vaccines: Behind the Science
COVID-19 Vaccines: Behind the Science
Topic:
COVID-19 Vaccines: Behind the Science
Date:
Tuesday, January 26, 2021 @ 1:00pm PST
Place:
Online
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BETTER TOGETHER: A Virtual Brunch to Celebrate with Someone We Love
IMPACT Club
BETTER TOGETHER: A Virtual Brunch to Celebrate with Someone We Love
Date:
Saturday, February 13, 2021 @ 10am to Noon
Place:
via Zoom
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CWM Thirdly | Webinar (March 17th)
Thirdlies
CWM Thirdly | Webinar (March 17th)
Date:
Wednesday, March 17, 2021 @ 1:00pm
Place:
via Zoom
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CWM Thirdly | Webinar (March 18th)
Thirdlies
CWM Thirdly | Webinar (March 18th)
Date:
Thursday, March 18, 2021 @ 1:00pm
Place:
via Zoom
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Events