What we’ll discuss in the webinar:
- How to avoid retirement planning mistakes that can cost you thousands!
- Discover how you may potentially reduce the taxes owed on your IRA, 401(k) or 403B accounts.
- How to make your income match your lifestyle.
- How to determine how much risk you currently have in your portfolio.
- Learn creative ways to determine potential RMD’s negatives into powerful retirement strategies!
Born between 1946 and 1964? Own a 401k, IRA, or 403b?
THIS IS A MUST ATTEND WEBINAR
FOR YOU!
EFC Wealth Management is keeping their finger on the market and we’re here to not only bring you market updates but also to help you learn:
- - How to choose the right accounts to draw income from first to avoid costly tax bills
- - Uncover the income sources that are designed to make sure you don’t run out of money in retirement
- - Determine if new tax changes could affect the taxes owed on your retirement income
- - Discover how to analyze your current positions to find out if you have too much risk in your portfolio
- - Avoid forcing loved ones into caretaker status by using new tools that help cover the high cost of Longterm Care
- - Find out why now might be the best time for a Roth conversion in our lifetime
Cory Chapman
Since 2002, EFC has helped individuals make sense of the complicated world of retirement planning. We strive to become the partner they deserve and desire, to help them build their own financial future. We will help them feel more confident about their future by informing them with our financial workshops and webinars and help them to make informed financial decisions while feeling empowered.Disclosure
Cory Chapman is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC, a California State Registered Investment Advisor. Insurance products and services are offered through EFC Insurance Agency, CA Ins. #0H87076, and EFC Wealth Group, Inc., CA Ins. #0B92957. EFC Wealth Management Firm, LLC is an independent financial services firm helping individuals create retirement strategies using a variety of investments and insurance products to custom suit their needs and objectives. All site content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Opinions expressed herein are solely those of EFC Wealth Management Firm, LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. The information contained herein should in no way be construed or interpreted as a solicitation or offer to sell advisory services or insurance products to any residents of any State other than where legally permitted. We are currently registered in the states of California & Texas.