LET US HELP YOU CRACK THE CODE TO RETIREMENT BY OPTIMIZING FIVE KEY AREAS

The number one question that most people have in retirement is, "Will I have enough?" With the economic uncertainty and the world at a cross road, it's natural to second guess your financial fitnes.

AC Hotels 2130 East Maple Ave. El Segundo, CA 90245
Tuesday, May 18th @12:00 pm
Thursday, May 20th @ 6:00 pm
RSVP TODAY

Attend this COMPLIMENTARY event and...

Learn how the middle class can benefit from tax planning normally only utilized by the ultra-wealthy.

  • Discover which income sources will help you avoid running out of money in retirement.
  • Learn how to plan so your assets are controlled by your family (NOT the court system).
  • Find out how much risk is really inside your portfolio and if it could affect your vision for retirement.
Lunch RSVP TODAY Tuesday, May 18th @12:00 pm 2130 East Maple Ave.
El Segundo, CA 90245
Dinner RSVP TODAY Thursday, May 20th @ 6:00 pm 2130 East Maple Ave.
El Segundo, CA 90245

5 KEY AREAS TO OPTIMIZE

  • Income Planning

    Income Planning

    Discover strategies to help you avoid running out of income during retirement.

  • Estate Planning

    Estate Planning

    Uncover how you can ensure that your hard-earned money goes to your beneficiaries.

  • Tax Planning

    Tax Planning

    Learn powerful strategies to help keep more of your money in your pocket.

  • Healthcare Planning

    Healthcare Planning

    Find new ways to prepare for increasing medical costs.

  • What Married Women

    Investment Planning

    Decode how much risk you actually have in your portfolio.

You have more options than you may think. Let us help you take back control.

We look forward to seeing you there!

Rather speak directly with a financial advisor immediately about your questions and concems? Just CLICK HERE to schedule a 15-minute, complimentary phone appointment!

Cory Image

About Your host Cory Chapman

Cory Chapman is the author of two published book and a keynote speaker across various Los Angeles-Based organization, with over 20 years of experience in the financial services industry. He has previously been featured on 94.7, Southern California's radio with 1.3 million weekly listeners, and several financial articles and magazines.

Cory's philosophy," Keep it Simple" preaches that the financial world isn't and doesn't need to be complicated after all. Financial advisors have the responsibility to educate their clients and simplify the financial process in a way they understand their goals and ways to pursue their desired objectives. Clients ought to trust their advisor in navigating their road map to financial success.

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888-244-6675 5777 W Century Blvd. Suite 985 Los Angeles CA 90045

Disclosure

Investment Advisory Representative offering Securities and advisory services through Madison Avenue Securities LLC, member FINRA/SIPC and a Registered Investment Advisor. Insurance services offered through EFC Wealth Group. EFC Wealth Group and EFC Wealth Management are not affiliated with Madison Avenue Securities LLC. CA #0B92957. EFC Wealth Management Firm is an independent financial services firm that creates retirement strategies using a variety of investment and insurance products. Neither the firm nor its representatives may give tax or legal advice. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Cory Chapman or EFC Wealth Management is stated or implied.

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