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.

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Past Events

Cedarstone Conference Webinar
Sat, Mar 14
Join.me/gotocedarstone
Mar 14, 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
Sat, Mar 14
Westlake Village Inn
Mar 14, 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
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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
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
Sun, Sep 02
Dodger Stadium
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
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
Our annual Give Back Day will take place once again at the Children's Hunger Fund.
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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
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.
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DISCLOSURE Information on this website and others should be used at your own risk. Past performance does not guarantee future results. Securities investments involve risk; returns in such investments vary and may involve gain or loss. The materials and content herein are not a substitute for obtaining professional tax, personal financial planning, or other relevant financial advice from a qualified person or firm. For full disclosure click on the disclosure link at the bottom.

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Westlake Village, CA 91361

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