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's Perspectives series offers financial literacy and educational events 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 and seminars led by our senior advisors and curated subject matter experts.
  • 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

Fall 2024 Market Outlook (Webinar)
Perspectives
Fall 2024 Market Outlook (Webinar)
Topic:
Save the Date
Date:
Wednesday, October 23, 2024 @ 12:30pm
Place:
via Zoom
View Event
Fall 2024 Market Outlook
Perspectives
Fall 2024 Market Outlook
Topic:
Save the date!
Date:
Wednesday, October 23, 2024 @ 6:30pm
Place:
Edmonds Yacht Club
View Event
IMPACT Club | Pies & Tarts (Edmonds)
IMPACT Club
IMPACT Club | Pies & Tarts (Edmonds)
Date:
Wednesday, November 6, 2024 @ 6:30pm
Place:
PCC Community Markets - Edmonds
View Event
IMPACT Club | Pies & Tarts (Redmond)
IMPACT Club
IMPACT Club | Pies & Tarts (Redmond)
Date:
Saturday, November 9, 2024 @ 10:00am
Place:
PCC Community Markets - Redmond
View Event
IMPACT Club | Pies & Tarts (Bothell)
IMPACT Club
IMPACT Club | Pies & Tarts (Bothell)
Date:
Thursday, November 14, 2024 @ 6:30pm
Place:
PCC Community Markets - Bothell
View Event
Great Gingerbread Build 2024
Family & Philanthropy
Great Gingerbread Build 2024
Topic:
Save the Date!
Date:
Saturday, December 14, 2024 @ 10:00am - 12:00pm
Place:
Shoreline Community College - PUB
View Event

Events

Everyday Finance for Your College Bound Student
Family & Philanthropy
Everyday Finance for Your College Bound Student
Spring 2024 Market Outlook
Perspectives
Spring 2024 Market Outlook