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

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

Registration is Closed

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DISCLOSURE Information on this website and others should be used at your own risk. Past performance does not guarantee future results. Securities investments involve risk; returns in such investments vary and may involve gain or loss. The materials and content herein are not a substitute for obtaining professional tax, personal financial planning, or other relevant financial advice from a qualified person or firm. For full disclosure click on the disclosure link at the bottom.

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2945 Townsgate Road Suite 200

Westlake Village, CA 91361

+ 888-571-5582

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