CWM Thirdly | Webinar (am)

Due to COVID-19, for the safety of our guests and team members our summer Thirdly events will be offered virtually. Advanced reservations are required.

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

At this event we'll cover:

• How to financially prepare for a potential layoff and what to do if it occurs
• A review of current portfolio positioning and the forward market outlook
• The large disconnect between main street and Wall Street
• What happens if/when government support declines
• A look at the markets as we head into election season

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