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
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.