Round Table
PRINT THIS PAGEThe Copperstone Round Table is an intimate "invite only" event reserved for the most brilliant minds in the areas of wealth accumulation, wealth taxation and wealth preservation/transfer. This is NOT a networking group. It is a group of remarkable people willing to impart their wisdom, help one another in their respective fields and have some fun in the process.
The outcome of each meeting is threefold:
- To gather invaluable and relevant insight from our 4 featured speakers
- To share your own thoughts and wisdom in a round table discussion
- To meet and build rapport with other attendees who will be a valuable resource to your business or practice
Each event is limited to 20 individuals and a total of 4 speakers in a concise yet enriching 3 hour session.
Upcoming Events
The next Copperstone Round Table event will be held at the Rancho Santa Fe Country Club in the Crosby Room overlooking the beautiful golf course. Coffee and juice will be served in the morning followed by lunch.

- Rancho Santa Fe Country Club
- Where: The Rancho Santa Fe Country Club (Crosby Room)
- When: Friday, September 17th
- Cost: Complimentary – Invite Only
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Securities and Advisory services offered through LPL Financial, Member FINRA/SIPC. Copperstone Partners is not a affiliated with LPL Financial and is not a Broker/Dealer.