Three times per year, CWM offers Thirdlies, our financial literacy and educational events designed to broaden clients’ understanding of the drivers and opportunities for smart decision-making. We welcome clients to join us for dinner and insightful and entertaining discussions led by our senior advisors and strategists.
Upcoming Events

Thirdlies
WEBINAR | New CWM Investment Models
Topic:
A Choose Your Own Adventure Investment Experience
Date:
Thursday, October 12, 2023 @ 12:30pm
Place:
Zoom Webinar

Thirdlies
Save the Date: Fall Thirdly
Date:
Tuesday, November 7, 2023 @ 6:00pm
Place:
Lake Ballinger Center

Thirdlies
Save the Date: Fall Thirdly (Webinar)
Date:
Tuesday, November 7, 2023 @ 12:30pm
Place:
via Zoom
Past Events
Email Receive Updates
Thirdlies
2023 Summer Thirdly (Webinar)

Thirdlies
2023 Summer Thirdly