CWM Thirdly | Webinar

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.