Thirdlies | 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.

    < Return to Events
    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
    < Return to Events