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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.

Upcoming Events

  • Cedarstone Conference 2024
    Cedarstone Conference 2024
    Cedarstone Conference 2024
    Sat, May 04
    Westlake Village Inn
    May 04, 2024, 9:00 AM – 12:00 PM
    Westlake Village Inn, 31943 Agoura Rd, Westlake Village, CA 91361, USA
    May 04, 2024, 9:00 AM – 12:00 PM
    Westlake Village Inn, 31943 Agoura Rd, Westlake Village, CA 91361, USA
    Please 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.
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  • Cedarstone Conference 2024 Webinar
    Cedarstone Conference 2024 Webinar
    Cedarstone Conference 2024 Webinar
    Sat, May 04
    Webinar
    May 04, 2024, 9:30 AM – 12:00 PM PDT
    Webinar
    May 04, 2024, 9:30 AM – 12:00 PM PDT
    Webinar
    Please join us for an online streaming of our Cedarstone Conference 2024. Upon registration, a Zoom link will be sent to your inbox. You will hear from a variety of expert speakers from the comfort of your own home.
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Past Events

  • Cedarstone Conference 2023 Webinar
    Cedarstone Conference 2023 Webinar
    Cedarstone Conference 2023 Webinar
    Sat, Apr 29
    Webinar
    Apr 29, 2023, 9:30 AM – 12:00 PM PDT
    Webinar
    Apr 29, 2023, 9:30 AM – 12:00 PM PDT
    Webinar
    Please join us for an online streaming of our Cedarstone Conference 2023. Upon registration, a Zoom link will be sent to your inbox. You will hear from a variety of expert speakers from the comfort of your own home.
    Share
  • Cedarstone Conference 2023
    Cedarstone Conference 2023
    Cedarstone Conference 2023
    Sat, Apr 29
    Westlake Village Inn - Fairway Room
    Apr 29, 2023, 9:00 AM – 12:00 PM PDT
    Westlake Village Inn - Fairway Room, 31943 Agoura Rd, Westlake Village, CA 91361, USA
    Apr 29, 2023, 9:00 AM – 12:00 PM PDT
    Westlake Village Inn - Fairway Room, 31943 Agoura Rd, Westlake Village, CA 91361, USA
    Please 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.
    Share
  • Cedarstone Conference 2022 Webinar
    Cedarstone Conference 2022 Webinar
    Cedarstone Conference 2022 Webinar
    Sat, May 21
    Webinar
    May 21, 2022, 9:30 AM – 12:30 PM
    Webinar
    May 21, 2022, 9:30 AM – 12:30 PM
    Webinar
    Please join us for an online streaming of our Cedarstone Conference 2022. Upon registration, a Zoom link will be sent to your inbox. You will hear from a variety of expert speakers from the comfort of your own home.
    Share
  • Cedarstone Conference 2022
    Cedarstone Conference 2022
    Cedarstone Conference 2022
    Sat, May 21
    Four Seasons Hotel Westlake Village
    May 21, 2022, 9:00 AM – 12:00 PM
    Four Seasons Hotel Westlake Village, 2 Dole Dr, Westlake Village, CA 91362, USA
    May 21, 2022, 9:00 AM – 12:00 PM
    Four Seasons Hotel Westlake Village, 2 Dole Dr, Westlake Village, CA 91362, USA
    Please 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.
    Share
  • Cedarstone Virtual Investor Conference 2021
    Cedarstone Virtual Investor Conference 2021
    Cedarstone Virtual Investor Conference 2021
    Sat, Mar 06
    Zoom
    Mar 06, 2021, 9:00 AM – 11:00 AM PST
    Zoom
    Mar 06, 2021, 9:00 AM – 11:00 AM PST
    Zoom
    Join us for an educational morning with Anmol Sinha from PIMCO and Jason Myhre from Eventide Funds
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  • Cedarstone Conference Webinar
    Cedarstone Conference Webinar
    Cedarstone Conference Webinar
    Sat, Mar 14
    Join.me/gotocedarstone
    Mar 14, 2020, 9:30 AM – 12:00 PM PDT
    Join.me/gotocedarstone
    Mar 14, 2020, 9:30 AM – 12:00 PM PDT
    Join.me/gotocedarstone
    Join 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
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  • Cedarstone Investor Conference 2020
    Cedarstone Investor Conference 2020
    Cedarstone Investor Conference 2020
    Sat, Mar 14
    Westlake Village Inn
    Mar 14, 2020, 9:00 AM – 12:00 PM PDT
    Westlake Village Inn, 31943 Agoura Rd, Westlake Village, CA 91361
    Mar 14, 2020, 9:00 AM – 12:00 PM PDT
    Westlake Village Inn, 31943 Agoura Rd, Westlake Village, CA 91361
    Invite 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
    Share
  • Cedarstone Give Back Day 2019
    Cedarstone Give Back Day 2019
    Cedarstone Give Back Day 2019
    Sat, Jul 13
    Children's Hunger Fund
    Jul 13, 2019, 8:00 AM – 12:00 PM
    Children's Hunger Fund, 13931 Balboa Blvd, Sylmar, CA 91342, USA
    Jul 13, 2019, 8:00 AM – 12:00 PM
    Children's Hunger Fund, 13931 Balboa Blvd, Sylmar, CA 91342, USA
    Our annual Give Back Day will take place once again at the Children's Hunger Fund.
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  • 2018 Client Appreciation Dodgers Game
    2018 Client Appreciation Dodgers Game
    2018 Client Appreciation Dodgers Game
    Sun, Sep 02
    Dodger Stadium
    Sep 02, 2018, 1:00 PM
    Dodger Stadium, 1000 Vin Scully Ave, Los Angeles, CA 90012, USA
    Sep 02, 2018, 1:00 PM
    Dodger Stadium, 1000 Vin Scully Ave, Los Angeles, CA 90012, USA
    Join us for an exciting afternoon at the ballpark as we say thank you not only for doing business with us but for allowing us to be a part of your lives.
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  • Cedarstone Give Back Day
    Cedarstone Give Back Day
    Cedarstone Give Back Day
    Sat, Jun 02
    Children's Hunger Fund
    Jun 02, 2018, 8:00 AM – 10:00 AM
    Children's Hunger Fund, 13931 Balboa Blvd, Sylmar, CA 91342, USA
    Jun 02, 2018, 8:00 AM – 10:00 AM
    Children's Hunger Fund, 13931 Balboa Blvd, Sylmar, CA 91342, USA
    Our annual Give Back Day will take place once again at the Children's Hunger Fund.
    Share
  • Annual Investor Conference
    Annual Investor Conference
    Annual Investor Conference
    Sat, Feb 17
    Westlake Village Inn
    Feb 17, 2018, 9:00 AM – 12:00 PM
    Westlake Village Inn, 31943 Agoura Rd, Westlake Village, CA 91361
    Feb 17, 2018, 9:00 AM – 12:00 PM
    Westlake Village Inn, 31943 Agoura Rd, Westlake Village, CA 91361
    Please 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.
    Share
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