Effects of COVID-19 on Retirement Planning and Recent Legislative Changes for Investors

“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

August 19th, 2020 @ 5:00PM - 6:30PM PDT

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Effects of COVID-19 on Retirement Planning and Recent Legislative Changes for Investors

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

August 19, 2020

A CBFS WEBINAR

What to consider if you’re planning retirement within the next few years or are looking ahead to the years following retirement

Cheri Blair, Founder and CEO of Cheri Blair Financial Services

An overview of the different areas of retirement planning and how to better prepare for the final years leading up to retirement, the accumulation phase, as well as the initial years after retirement, or the distribution phase.

Discussing How Recent COVID 19 Legislation is Impacting Retirement Planning

Heather Schreiber, RICP®, President and Founder, HLS Retirement Consulting, LLC

An overview highlighting challenges COVID -19 presents to an already challenged social security system, how to maximize social security income while reducing exposure to taxes, important changes to RMD requirements and factors to consider before tapping into retirement savings if financially impacted by COVID-19.

Q&A with Speakers

Q&A with Cheri and Heather following their discussion on retirement planning, recent legislation and social security.

A live professional Happy Hour wine/champagne tasting and light entrée demonstration

Chef Mike and Special Guest

A live sparkling wine and champagne tasting demonstration by Shiloh Caffrey of We Drink Bubbles paired with light entrees prepared by Chef Michael DePriest. For those nearby, a complimentary bottle of sparkling wine or champagne will be available for pick up immediately after the event.

Event and Webinar Sponsors/Vendors

People Love Our Events

Join Us To See Why!

Whether you are planning for retirement or have already transitioned into retirement, this webinar is for you. We will discuss topics that cover the retirement timeline, no matter where you fall on the continuum. Please join us for this informative Happy Hour event.