top of page

Sat, Feb 29


Four Seasons Hotel: Malibu Room

Sherwood FP's Annual Investor Conference

Please join us for a delicious breakfast as our team presents our current thoughts on financial planning, the markets, and current tax law.

Registration is Closed
See other events
Sherwood FP's Annual Investor Conference

Time & Location

Feb 29, 2020, 9:00 AM – 12:00 PM

Four Seasons Hotel: Malibu Room, 2 Dole Dr, Westlake Village, CA 91362, USA

About the Event

Join us for a delicious breakfast and a morning of our most current insights on the global economy and financial markets as well as our most recent thinking on financial planning and tax law. We'll be joined by tax accountant Tim Savage, who will be sharing his thoughts on the SECURE Act and how it might affect you as well as Sasha Collins, a local estate attorney who will offer her thoughts on legacy planning. This is a great opportunity for you to ask questions and learn more about what we're doing to make the most of your wealth. We hope you can join us!

bottom of page