Save the Date: CWM Fall Thirdly (November 2)
Save the date for CWM's Fall Thirdly!
We are delighted to once again be able to offer an in-person Thirdly event. CWM offers these conversation style events, thrice yearly to keep clients apprised of CWM's investment strategy and portfolio philosophy, financial planning topics, and the science of our Performance Targeting System (PTS®).
Please check back for more information on the event and how to register.
*This is event is open to CWM clients and their guests. There is no cost or obligation to attend.