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
• 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