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

Family & Philanthropy
Financial Fundamentals for Your College-Bound Student
Date:
Thursday, September 11, 2025 @ 12:30pm
Place:
Zoom Webinar

Family & Philanthropy
10 Myths About College Savings Plans
Date:
Tuesday, September 23, 2025 @ 12:30pm
Place:
Zoom Webinar

Perspectives
Fall Market Outlook featuring Dr. Marc Milstein
Topic:
Age-Proof Your Brain
Date:
Thursday, October 9, 2025 @ 7pm
Place:
Black Box Theatre at Edmonds College

IMPACT Club
IMPACT Club VIP Reception + Fall Market Outlook
Date:
Thursday, October 9, 2025 @ 5:45pm
Place:
Black Box Theatre at Edmonds College

Family & Philanthropy
Great Gingerbread Build 2025
Topic:
Save the Date!
Date:
Saturday, December 13, 2025 @ 10am - 12pm
Place:
Shoreline Community College
Past Events
Email Receive Updates
Family & Philanthropy
Shred & E-Cycle Event

IMPACT Club
Bunco Game Night