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  • Writer's pictureSteve Coker, CFP

2018 Cedarstone Investor Conference Recap

Updated: Apr 13, 2022

We want to thank everyone who was able to join us for this year's investor

conference. With over 60 in attendance, this year's conference was our largest to date. The morning began with a delicious breakfast followed by a comprehensive look at the new tax law by guest presenter Paul Lasiter. Next, we heard from our President, Steve Coker, who provided a look at the recent market turmoil and gave us an idea of what we could expect going forward. We then heard from Hannah Boundy, who spoke about the various ways we view money and how to talk about money with our loved ones. Finally, Matt Davis shared The Cedarstone Way of investing and why we believe what we believe when it comes to financial planning and building a portfolio that meets your needs. If you weren't able to join us this year, you can view this year's presentation by clicking here.

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