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 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 $1.25 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, both in person and virtual, including our gingerbread house-building party.
Upcoming Events

IMPACT Club
Par • Tee | An IMPACT Club Event
Date:
Saturday, September 30, 2023 @ 11:00am - 1:00pm
Place:
Topgolf | Renton

Thirdlies
WEBINAR | New CWM Investment Models
Topic:
A Choose Your Own Adventure Investment Experience
Date:
Thursday, October 12, 2023 @ 12:30pm
Place:
Zoom Webinar

Thirdlies
Save the Date: Fall Thirdly
Date:
Tuesday, November 7, 2023 @ 6:00pm
Place:
Lake Ballinger Center

Thirdlies
Save the Date: Fall Thirdly (Webinar)
Date:
Tuesday, November 7, 2023 @ 12:30pm
Place:
via Zoom

Family & Philanthropy
Save the Date: CWM's Great Gingerbread Build 2023
Date:
Saturday, December 9, 2023 @ 10:00am
Place:
Shoreline Community College
Past Events
Email Receive Updates
Thirdlies
2023 Summer Thirdly (Webinar)

Thirdlies
2023 Summer Thirdly