CWM Thirdly | Bellevue

10455 Northeast 8th Street,Bellevue WA 98004

02 November, 2021

Description

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 ChangesPlanning Topics: Strategies for effective giving, plus an update on the upcoming Washington State Long-Term Care ActGeneral Market Outlook: Reviewing important market factors and their impact on CWM portfolio positioning This event is open to CWM clients and their guests. There is no cost or obligation to attend.