CWM Thirdly | Webinar (October 21st)

Due to COVID-19, for the safety of our guests and team members our fall Thirdly events will be offered virtually. Advanced reservations are required.

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:

• Tips for online security and keeping your identity safe
• Reviewing current client portfolio positioning and the expected path forward
• Real Estate: A forward outlook and mortgage analysis
• A data-focused and dispassionate look at the upcoming election

This event is open to CWM clients, professional partners, and their guests. There is no cost or obligation to attend.