Whether we're enjoying a baseball game together, volunteering, or chatting about investments over brunch, our client-centered events are a great place to get to know us better.
No upcoming events at the moment
Past Events
Sat, May 21Webinar
Sat, May 21Four Seasons Hotel Westlake VillageMay 21, 9:00 AM – 12:00 PMFour Seasons Hotel Westlake Village, 2 Dole Dr, Westlake Village, CA 91362, USAPlease join us for a delicious breakfast buffet and a casual morning of educational presentations from our team of experts. Feel free to invite your friends. For those who are unable to attend in person, please register for the Webinar on our events page to receive a livestream of the event.
Sat, Mar 06Zoom
Sat, Mar 14Join.me/gotocedarstoneMar 14, 2020, 9:30 AM – 12:00 PM PDTJoin.me/gotocedarstoneJoin our webinar for a casual morning of educational presentations regarding the following: "Estate Planning Basics" by trust and estate attorney, Sara McLemen "Economy and Market Update" by Steve Coker, CFP® "Effective Decision Making" by Phil Beccue- Sat, Mar 14Westlake Village InnMar 14, 2020, 9:00 AM – 12:00 PM PDTWestlake Village Inn, 31943 Agoura Rd, Westlake Village, CA 91361Invite your friends and join us for a casual morning of educational presentations regarding the following: "Estate Planning Basics" by trust and estate attorney, Sara McLemen "Economy and Market Update" by Steve Coker, CFP® "Effective Decision Making" by Phil Beccue
Sat, Jul 13Children's Hunger Fund
Sun, Sep 02Dodger Stadium
Sat, Jun 02Children's Hunger Fund
Sat, Feb 17Westlake Village InnFeb 17, 2018, 9:00 AM – 12:00 PMWestlake Village Inn, 31943 Agoura Rd, Westlake Village, CA 91361Please join us for a casual morning of educational presentations from our team of experts. You'll get the chance to spend the morning asking questions and getting to know our team better in a relaxed setting over a delicious breakfast.