Sat, Mar 14 | Westlake Village Inn

Cedarstone Investor Conference 2020

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
Registration is Closed

Time & Location

Mar 14, 2020, 9:00 AM – 12:00 PM PDT
Westlake Village Inn, 31943 Agoura Rd, Westlake Village, CA 91361

About the Event

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.

This year’s presentations will include 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

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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Westlake Village, CA 91361

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