CWM Thirdly | Father Time (Webinar)

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:

• Preemptive Planning: Make a plan before a crisis
• When is the right time to include the next generation in your planning process?
• Intergenerational Knowledge: What you need to know and what your kids need to know
• Current market outlook including stocks, bonds, inflation, and geopolitical events

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