We invite you to…

Watch Your Finances Bloom!

“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

October 17, 2020 @ 1:00PM - 3:00PM PDT

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We invite you to
Watch Your Finances Bloom!

Are you interested in wanting to learn more and be empowered with your finances? 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

65+

Speaking Events

630+

Clients Served

 

Webinar Highlights

October 17, 2020

A CBFS WEBINAR

Learn about Fall Trends in the Markets and Review Investments Strategies for year-end planning
Cheri Blair, Founder and CEO of Cheri Blair Financial Services
Cheri Blair of CBFS will highlight the current trends in the Market, what they mean for your Investments, and review retirement and health account saving strategies for year end planning. Year End Checklist will also be included.
Discussion on Key Points and Strategies for Year End Tax Planning
Suzanne Drennan of Dark Horse CPA
Suzanne Drennan of Dark Horse CPA, will review important tax updates from the Secure and CARES Acts and what strategies to consider for your tax planning as 2020 is coming to a close and in preparation for 2021.
Review important Details and Updates to Open Enrollment for yourself or a loved one
Lauren Altman of Golden Path Senior Solutions
Do you have questions regarding Medicare Part A, B, C and D? What may be the better option for yourself or your family member this Open Enrollment? Lauren Altman of Golden Path Senior Solutions will go over the Ins and Outs of Medicare, Open Enrollment, and how to access it or make changes to your existing plans.

Learn to design beautiful flower arrangements. 

Dutch Floral Designer Rene van Rems
To top off this event, a live demonstration by Award winning Dutch Floral Designer Rene van Rems will follow the presentation demonstrating how to design gorgeous floral bouquets from the comfort of your home. Complimentary flowers will be available for pick-up and free delivery for local San Diego County Residents prior to the event. For non-San Diego County residents, please contact us for flower delivery options.

Event and Webinar Sponsors/Vendors

People Love Our Events

Join Us To See Why!

Along with the beautiful floral arrangement demonstration, Cheri Blair and guest speakers will share up to date information to help you navigate your end of year tax, investment and health planning during these unprecedented times and help better prepare you for 2021. You won’t want to miss it!