CWM Thirdly | EDMONDS (Fall 2021)

This event is currently full. Please see our event calendar for a list of alternate dates. You may also select "Reserve Your Seat" above to be added to the waiting list - we will contact you if space becomes available.

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^®).

At this event we will cover:

• Current Events: Encompassing everything from China, to Inflation, to Government Policy Changes
• Planning Topics: Strategies for effective giving, plus an update on the upcoming Washington State Long-Term Care Act
• General Market Outlook: Reviewing important market factors and their impact on CWM portfolio positioning

*This is event is open to CWM clients and their guests. There is no cost or obligation to attend.


Due to COVID-19, protocols for each venue may differ depending on location.