CWM Thirdly | Father Time (Webinar)
CWM offers our Thirdly events three times a year to keep clients informed and up-to-date on our investment strategy and portfolio philosophy, market cycles, planning topics, and the science of the Portfolio Targeting System (PTS®).
At this event we will cover:
- Preemptive Planning: Make a plan before a crisis
- When is the right time to include the next generation in your planning process?
- Intergenerational Knowledge: What you need to know and what your kids need to know
- Current market outlook including stocks, bonds, inflation, and geopolitical events
This event is open to CWM clients, professional partners, and their guests. There is no cost or obligation to attend.