Perspectives | Mar 12, 2020

CWM Thirdly | Webinar

Reserve Your Seat

NEW this March - We now have the option for guests to participate in a condensed, webinar version of the event via the comfort of your home or office.

CWM offers our Thirdly 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, professional partners, and their guests. There is no cost or obligation to attend.

    Cracked ball


    More Cracks in the Façade
    Thursday, March 12, 2020 @ 12:00pm - 1:30pm
    Reserve Your Seat