Thirdlies | Nov 7, 2019


Reserve Your Seat

This event is currently FULL. Please call (425) 778-6160 or click 'Reserve Your Seat' to be added to the waiting list; we will contact you if a space becomes available. Be sure to check our full Events Calendar for other dates and locations.

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, and the science of the Performance Targeting System (PTS®).

At this event we'll:

  • Discuss the reasoning behind recent moves to risk‐off portfolio positioning
  • Provide a forward market outlook and examine how and when investment models will likely move back to more normalized risk exposures in the future
  • Address strategies and tips for year‐end tax planning

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

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The Way Forward
Thursday, November 07, 2019 @ 6:00 pm
Scott's Bar & Grill
8115 Lake Ballinger Way
Edmonds, WA 98026
Reserve your seat
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