CWM Thirdly | Edmonds (March 9th)

Waitlist Only

CWM offers our Thirdly events three times a year to keep clients informed and up-to-date on our investment strategy and portfolio philosophy, market cycles, planning topics, and the science of the Portfolio Targeting System (PTS®).

At this event we will cover:

• The early 2022 market correction
• How to think about the market: Strategic planning according to your investment style and risk tolerance
  
• Current inflation outlook and what higher interest rates could mean for real estate
  
• Is it dangerous to own bonds?
  
• Washington State estate tax changes
  

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