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.
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!