Perspectives | Mar 11, 2020


Reserve Your Seat

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.

    Cracked ball


    More Cracks in the Façade
    Wednesday, March 11, 2020 @ 6:00 pm
    Scott's Bar & Grill
    8115 Lake Ballinger Way
    Edmonds, WA 98026
    Reserve Your Seat