CWM Thirdly | Edmonds

Comprehensive Wealth Management

Scott's Bar and Grill

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>Preemptive planning: making a plan before a crisis</li><li>When is the right time to include the next generation in your planning process?</li><li>Intergenerational Knowledge: What you need to know and what your kids need to know</li><li>Current market outlook including stocks, bonds, inflation, and geopolitical events</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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