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CWM Fall Thirdly | The Butterfly Effect
CWM offers these conversation style events, three times a year 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

Nov 4, 2021 01:00 PM in Pacific Time (US and Canada)

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