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Catch 2022
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:
• In the news: an update on inflation, interest rates, real estate, and the upcoming midterm elections
• Recession preparation: how withdrawals impact a portfolio, reviewing budgets for cost savings, and revisiting large expenses
• Laying the groundwork for future opportunities
• Current CWM model review: Riding out the economic storm with patience

Nov 8, 2022 12:30 PM in Pacific Time (US and Canada)

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