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
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