CWM Thirdly | Edmonds

Comprehensive Wealth Management

Girardi's Osteria

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:<ul><li>The early 2022 market correction</li><li>How to think about the market: Strategic planning according to your investment style and risk tolerance</li><li>Current inflation outlook and what higher interest rates could mean for real estate</li><li>Washington State estate tax changes</li></ul>This event is open to CWM clients and their guests. There is no cost or obligation to attend.

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CWM Thirdly | Edmonds

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