What we’ll discuss in the 1/2 day workshop
- 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!
5 KEY AREAS TO OPTIMIZE
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Income Planning
Discover strategies to help you avoid running out of income during retirement.
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Estate Planning
Uncover how you can ensure that your hard-earned money goes to your beneficiaries.
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Tax Planning
Learn powerful strategies to help keep more of your money in your pocket.
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Healthcare Planning
Find new ways to prepare for increasing medical costs.
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Investment Planning
Decode how much risk you actually have in your portfolio.
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!
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.
Register Now SCHEDULE APPOINTMENTS
888-244-6675 Email : info@efcwealthmanagement.com 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.
