Perspectives | Oct 12, 2023

WEBINAR | New CWM Investment Models


At CWM, our focus is to help you intentionally invest in a way that aligns with your financial and lifestyle goals. We are excited to introduce NEW, custom-built investment models that provide enhanced options for portfolio management based on your unique goals, appetite for risk, life stage, and preference for how you want to experience the market.

In this EXCLUSIVE webinar, Brian J. Lockett, CFP® and Morgan Arford, Chief Investment Officer, discuss your Real Return, how these models could impact your current portfolio composition, and their function and suitability across the investment lifecycle.

This webinar is exclusively available to CWM clients. A recording of the webinar will be made available to clients after the event.

Advanced registration is required.

If you are unable to attend, but would like to receive an email with the link to the recording, please register and select "Please email me a recording".

*No investment strategy can guarantee a profit or protect against loss. Investing involves risk including the potential loss of principal.

New Investment Model Event Image


A Choose Your Own Adventure Investment Experience
Thursday, October 12, 2023 @ 12:30pm
Zoom Webinar