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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.

Past Events

Cedarstone Conference 2023 Webinar
Sat, Apr 29
Webinar
Apr 29, 9:30 AM – 12:00 PM PDT
Webinar
Apr 29, 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.
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Cedarstone Conference 2023
Sat, Apr 29
Westlake Village Inn - Fairway Room
Apr 29, 9:00 AM – 12:00 PM PDT
Westlake Village Inn - Fairway Room, 31943 Agoura Rd, Westlake Village, CA 91361, USA
Apr 29, 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.
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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.
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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.
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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
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
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
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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
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
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
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
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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