CPA Tim Savage shares his thoughts on recent changes to tax law as well as strategies for being tax efficient heading into the final months of 2020. About the presenter: Tim Savage, CPA, provides federal and state tax planning, compliance, and advisory services for individuals and businesses of all sizes. He has more than seven years of public accounting experience, including three years at a Big Four firm where he served multi-billion dollar public companies, banks and private equity firms. Tim routinely advises on the most technical issues surrounding taxation and financial reporting. tim.savage@weaver.com 972.448.9244

Hannah will be sharing her thoughts on socially responsible business practices and why businesses who seek to do good are gaining a greater presence in both consumer purchasing patterns and in the financial markets. She'll offer her take on what it means to be a socially responsible firm and as well as how Sherwood Financial Partners is taking steps of our own to join the ranks of companies seeking to do better business for their customers, employees, and the world at large. About the Presenter: Hannah was born and raised in Arvada, Colorado, where she spent the early years of her life before moving to Southern California to study at Pepperdine University. During her time there, she had the unique opportunity to research stakeholder theory and behavioral finance – both areas of finance that influence her today. Hannah graduated Magna Cum Laude from Pepperdine with a Bachelor of Science in international business and a minor in accounting. Following graduation, she went to work alongside Matthew Davis as a trader and analyst at Manchester Financial. Eventually, she found herself assisting in the financial planning aspects of the business and when the opportunity presented itself to continue working with Matthew and another colleague at Cedarstone Advisors, she took it. While there, she shifted her focus to the operational aspects of wealth management, gaining valuable insights into the day to day workings of a small business. On the side, she continued to learn, acquiring the CFA® designation and publishing the book A Gal's Guide to Personal Finance. In the summer of 2019, she seized upon an opportunity to build a firm committed to serving the whole client, co-founding Sherwood Financial Partners with Matthew. She is also the founder of the women's financial blog Lovely Abundance, and continues to research and write, currently focusing on the intersection between wealth and well-being. Today, she lives once again in Arvada with her husband, son, and daughter and is currently pursuing her MBA through the University of Michigan. She enjoys curling up with a good book, cooking delicious food for friends, and watching her inquisitive children learn and grow. She is not a Dodgers fan. hannah.boundy@sherwoodfp.com 720.439.6886

Representing clients on matters involving all aspects of trusts and estates, from planning to post death administration, Sasha brings a breadth of knowledge on how to plan for the future. Tune in to hear her thoughts on what makes for a secure estate plan including relevant insights on the importance of medical directives, making sure your assets are in your trust, and how to choose an effective trustee. About the Presenter: Professional Experience Ms. Collins joined Myers, Widders, Gibson, Jones & Feingold, LLP in July 2020. She brings with her an extensive knowledge of trust and estate law. Ms. Collins represents clients on matters involving all aspects of trusts and estates, from planning to post death administration. Her practice includes significant focus on representation of fiduciaries in incapacitation and post-death administration of trusts, including expertise in real property sales and relevant tax laws. In addition to estate planning and trust administration, Ms. Collins represents clients in conservatorship and probate matters, including representing clients in private mediation and estate litigation. Through her work, she helps families plan for death and incapacitation and strives to make post-death administration of estates as seamless and stress free as possible for her clients. Community Ms. Collins is a board member and past President of Women Lawyers of Ventura County. She currently serves on the board of the Ventura County Bar Association. She previously coached Thousand Oaks High School mock trial team and served as an affiliate member of CMA Real Estate group. Education She obtained her J.D. from the Ventura College of Law, where she was named class valedictorian and graduated with a certificate of concentration in estate planning. She earned her bachelor’s degree in history from the University of California, Santa Barbara with honors. While at UCSB she served as the Vice President of Phi Alpha Delta pre-law fraternity. Publications “Transfer on death deed: quick fix or big mess?” Citations (April 2016) “Bringing civility to civil litigation” Citations (May 2015) SCollins@mwgjlaw.com 805-644-7188

Our founder, Matthew Davis, shares our latest thoughts on the current state of the financial markets as well as how we have positioned ourselves to weather potential risks on the horizon. We'll discuss current market valuations, the present state of the economy, and revisit portfolio fundamentals. About the Presenter: Matthew grew up in Texas and Indiana before his family eventually settled in Malibu, California. There he attended Oaks Christian High School, then moved once again to Texas to study at Abilene Christian University, where he was a student manager of the university’s endowment, eventually graduating Summa Cum Laude with a Bachelor of Business Administration in Finance. Following college, he went to work as a portfolio manager at Manchester Financial. While there, he stumbled into financial planning and quickly found a passion for connecting the analytical elements of investing with the personal aspects of planning. In 2014 he left Manchester Financial to join Cedarstone Advisors as a senior advisor. There he was responsible for managing client relationships and building out systems. During his time there, he obtained a Master of Business Administration with a concentration in financial planning from California Lutheran University. It soon became clear that he had a unique vision for offering a holistic way of viewing financial planning – one that took care of the whole client. In July of 2019, Matthew co-founded Sherwood Financial Partners with Hannah Boundy with the goal of creating a client-centric firm built on the knowledge, skills, and vision he had obtained in previous roles. He currently resides in Thousand Oaks with his wife Jodi and their two dogs. He is an avid Dodgers and Lakers fan. matthew.davis@sherwoodfp.com 805.715.3913