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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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Annual Investor Conference
Annual Investor Conference

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

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