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

Virtual Family Event: Magic Show with Master Magician Jack Velour (10:30am)
Family & Philanthropy
Virtual Family Event: Magic Show with Master Magician Jack Velour (10:30am)
Topic:
Entertainer to the Stars & Master Magician: Jack Velour
Date:
Saturday, September 26, 2020 @ 10:30 am
Place:
via Zoom
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Virtual Family Event: Magic Show with Master Magician Jack Velour (11:15am)
Family & Philanthropy
Virtual Family Event: Magic Show with Master Magician Jack Velour (11:15am)
Topic:
Entertainer to the Stars & Master Magician: Jack Velour
Date:
Saturday, September 26, 2020 @ 11:15am
Place:
via Zoom
View Event
Virtual Family Event: Magic Show with Master Magician Jack Velour (12:00pm)
Family & Philanthropy
Virtual Family Event: Magic Show with Master Magician Jack Velour (12:00pm)
Topic:
Entertainer to the Stars & Master Magician: Jack Velour
Date:
Saturday, September 26, 2020 @ 12:00pm
Place:
via Zoom
View Event
CWM Thirdly | Webinar (October 21st)
Thirdlies
CWM Thirdly | Webinar (October 21st)
Topic:
PPE: Portfolio Protective Equipment
Date:
Wednesday, October 21, 2020 @ 1:00pm
Place:
Zoom Webinar
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Events