CWM Thirdly | BELLEVUE

This event is currently full. Please see our event calendar for a list of alternate dates. You may also select "Reserve Your Seat" above to be added to the waiting list - we will contact you if space becomes available.

CWM offers these intimate, conversation style events, three times a year to keep clients informed and up‐to‐date on CWM’s investment strategy and portfolio philosophy, market cycles, planning topics, and the science of the Performance Targeting System (PTS®). 

At this event we'll cover:

• Changes to the Washington State real estate tax code
• The SECURE Act and how it may benefit you
• A review of current portfolio positioning and the forward market outlook
• A look at the political environment as we head into fall’s presidential election and how/if it matters for investors

This event is open to CWM clients and their guests. There is no cost or obligation to attend.