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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
Licensed to sell securities in the following states: AZ, CA, CO, DE, FL, GA, HI, ID, KS, MD, MO, MT, NC, NE, NM, NV, OR, PA, SD, TN, TX, UT, VA & WA.
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