We recently hosted our annual investor conference at the Four Seasons in Westlake Village where our clients enjoyed a delicious breakfast and had the chance to hear from our team as well as several guest speakers. We began our morning with an update on the economy from Matthew Davis who also spoke to the Sherwood process and how we were prepared to handle unforeseen downturns. Next, guest speaker Tim Savage, a CPA with Weaver, gave us an overview of the SECURE Act and also shared some of his thoughts on making the most of your wealth when it came to taxes. We then heard from local estate attorney, Sasha L. Collins of StakerLaw who gave us her thoughts on the most important elements of estate planning. Finally, Hannah Boundy offered some insights into the intersection of positive psychology (the study of happiness and well-being) and making the most of our wealth. We closed our morning with a preview of some of our upcoming events including a Getting Started Workshop for young professionals coming up at the end of March, a charitable golf tournament to benefit the local Ventura County communities, and our annual client appreciation baseball game. We want to thank all of our clients who attended the conference and look forward to continuing to serve you!
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Sherwood Financial Partners, LLC is a registered investment adviser. Sherwood Financial Partners, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. The information contained herein is not intended to convey or constitute legal or tax advice. Be sure to first consult with a qualified financial adviser, legal professional, and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Principal value and investment return will fluctuate. There are no implied guarantees or assurances that the target returns will be achieved or objectives will be met. Future returns may differ significantly from past returns due to many different factors. Investments involve risk and the possibility of loss of principal.
Case studies presented are based on actual clients, however, some of the information may have been changed or altered. These studies are provided for educational purposes only. Similar, or even positive results, cannot be guaranteed. Each client has their own unique set of circumstances so products and strategies may not be suitable for all people. Please consult with a qualified professional before implementing any strategy discussed herein. No portion of these case studies is to be interpreted as a testimonial or endorsement of the firm's investment advisory services.
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