Sat, Feb 17
|Westlake Village Inn
Annual Investor Conference
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.
Registration is Closed
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Time & Location
Feb 17, 2018, 9:00 AM – 12:00 PM
Westlake Village Inn, 31943 Agoura Rd, Westlake Village, CA 91361
About the Event
This year's presentations will cover the following topics:
An Update on the Economy with Steve Coker, CFP®
2018 Tax Law Changes with Paul B. Lasiter, CPA
Having the Conversation: Discussing Money with Your Loved Ones with Hannah Boundy, CFA®
The Cedarstone Way with Matt Davis