Past Events

Thank you to everyone who participated in Cedarstone Advisor’s 5th Annual Give Back Day!  This year we once again returned to Children’s Hunger Fund and sorted through donated Costco items so they could be shipped to those in need.  It is such a pleasure to work alongside our clients to give back to the community!  We appreciate you all!

We would like to say thank you to everyone who came out for our annual Cedarstone Give Back Day at Children’s Hunger Fund! This year we sorted through donated Costco items so that they could be given to those in need. We continue to be amazed at the willingness of our clients to take a Saturday morning to give back. We so enjoyed working beside you and appreciate you all.

We want to thank everyone who was able to join us for this year's investor conference. With over 60 in attendance, this year's conference was our largest to date. The morning began with a delicious breakfast followed by a comprehensive look at the new tax law by guest presenter Paul Lasiter. Next, we heard from our President, Steve Coker, who provided a look at the recent market turmoil and gave us an idea of what we could expect going forward. We then heard from Hannah Boundy, who spoke about the various ways we view money and how to talk about money with our loved ones. Finally, Matt Davis shared The Cedarstone Way of investing and why we believe what we believe when it comes to financial planning and building a portfolio that meets your needs. If you weren't able to join us this year, you can view this year's presentation by clicking here.

We want to extend a warm thank you to everyone who attended our annual client appreciation event. Despite a rough game for the boys in blue, we had a great time. With more than 70 in attendance, Cedarstone had a proud showing. If you weren't able to attend this event, we invite you to join us for our next get together - our annual investor conference which will take place in February of 2018.

A big thank you again to all of those who came to our annual Cedarstone Give Back Day. This year we served at the Children’s Hunger Fund and helped pack bags of macaroni for families around the world. We feel incredibly blessed to have such amazing clients and are very proud to be able to volunteer side by side with a group of them this last weekend.

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