Cheri Blair
Cheri Blair
Cheri Blair Financial Services Financial Consultant
https://cheriblairfinancialservices.com/ (760) 450-3272
05 Aug
Retiring Responsibly: Planning for the Retirement You Envision

Description

Retirement today can look very different than it did for previous generations. Longer life expectancies, inflation, market changes, taxes, healthcare costs, and family responsibilities can all affect how confidently someone steps into retirement. 
This Lunch & Learn is designed for those approaching retirement, newly retired, or already retired who want to better understand how to create a more thoughtful and sustainable retirement income strategy. 

We'll discuss

  • What it means to retire responsibly in today's economy
  • How inflation and market changes may affect retirement income 
  • Why retirement income planning is different from simply accumulating assets
  • Common risks that can affect retirees, widows, and surviving spouses
  • Planning conversations to consider before making major retirement decisions 

Date and Time

Wed, August 05, 2026

11:30a - 12:30p PST

Location

Summer Wealth & Retirement Lunch & Learn Series

Verdani Office Complex, 6130 Innovation Way
Carlsbad, CA 92009
View on Map
PT1H

Event Registration

Will you be able to attend this event?


Have a Question?