CWM Thirdly | EDMONDS

Thursday, March 7, 2019, 6:00 pm

Location: Scott's Bar & Grill
8115 Lake Ballinger Way, Edmonds, WA
Phone: (425) 778-6160
Email: info@CWMnw.com

-- This event is currently FULL -- Please hit “Back” to view alternate dates OR register below to be added to the waiting list. We will contact you if space becomes available.

CWM offers these intimate, conversation style, events three times a year to keep clients informed and up-to-date on CWM's investment strategy and portfolio philosophy, market cycles, and the science of the Performance Targeting Systems (PTS)®.

At this event we'll:

  • Review the year-end 2018 market drama and the shift in client portfolios
  • Provide a forward market outlook: discuss rising risks in the debt market and potential for economic recession
  • Examine Social Security and strategies for maximizing your benefit
Register for this event

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We offer complimentary 90-minute no-pressure consultation with a CWM Financial Advisor. Let’s explore your goals, and create a road map to realize your financial dreams.


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