We invite you to…

Spring Clean your Finances

and Invest with your Head and your Heart

A CBFS Happy Hour Webinar Event

“I am passionate about educating women, their families and businesses with financial knowledge
and tools that can help them feel more empowered to take control of their futures.”

Cheri Blair, CEO Cheri Blair Financial Services

April 28, 2021 @ 5:30PM - 7:00PM PDT

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RSVP now…for the first 10 people who register, we’ll provide you with a
complimentary bottle of wine to share in the wine tasting demonstration!

We invite you to…
It’s that time of year again!
Are you ready to Spring Clean your Finances and Invest with your Head and your Heart?

A CBFS Happy Hour Webinar Event

Are you interested in improving your investment knowledge and further empowering yourself in all areas financial? Join us for this premier online event!!

Keynote Speaker
Cheri Blair, CEO Cheri Blair Financial Services
Cheri Blair has been providing financial services to entrepreneurs, business owners, and their families for over 25 years. Her company, Cheri Blair Financial Services, specializes in a personalized and holistic approach to financial planning, with a mission to support, guide, educate and empower clients and their families to make informed financial decisions for today and the future.
What You Can Expect
At This Webinar Event
Knowledge drives decisions —let’s get educated and empowered together so we’re able to make choices that better fit our lifestyles and future goals!
25+

Years of Experience

75+

Speaking Events

667+

Clients Served

 

Webinar Highlights

April 28, 2021

A CBFS WEBINAR

Spring Clean Your Finances
Cheri Blair, Founder and CEO of Cheri Blair Financial Services
  • In honor of Financial Literacy Month, we’ll discuss effective strategies that can simplify your finances, build financial confidence and reduce financial stress
  • Ways to declutter your financial documents, where to start, and what to let go of and when
Dori Hetrick

Invest with your Head and your Heart

Dori Hetrick, VP, Regional Director of Calvert Investments, an Eaton Vance Company

  • Why ESG Investing?
  • A deep dive and analysis into ESG Investing and participating companies
  • What it can mean to your investment portfolio now and in the coming decade(s)
Bruce Blair

Wine Tasting Demonstration

Special Guest Bruce Blair, Hospitality & Training Manager, San Antonio Winery in Los Angeles CA
  • Learn about Southern California seasonal wines
  • And how we pair our wines with our Maddalena restaurant menu

Event and Webinar Sponsors/Vendors

People Love Our Events… Join Us To See Why!

You won’t want to miss
this fun, informative,
and empowering event!

RSVP now…for the first 10 people who register, we’ll provide you with a complimentary bottle of wine to share in the wine tasting demonstration!