Thirdlies | 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.

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    Details

    Topic:
    More Cracks in the Façade
    Date:
    Thursday, March 12, 2020 @ 12:00pm - 1:30pm
    Place:
    Webinar
    Reserve your seat
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