• Hannah Boundy, CFA®, CFP®

Sherwood 2020 Investor Conference Recap

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!


Click here to see the conference workbook!

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Addresses

2945 Townsgate Road Suite 200
Westlake Village, CA 91361

Email

info@sherwoodfp.com

Phone

805.870.5591

 

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