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
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
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
2018 Client Appreciation Dodgers Game
Sun, Sep 02
Dodger Stadium
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.