What you should know:
- How to optimize Social Security for your situation
- Why timing is so important when it comes to your benefits
- Ways to supplement your Social Security income
- The Importance of your “FRA” (Full retirement age)
- Taxes and your social security
About Your host Cory Chapman
With over twenty years experience in the financial services industry, Cory has been the keynote speaker at several of Los Angeles premiere organizations. He was previously featured on radio station 94.7 The Wave in Southern California; currently boasting 1.3 million weekly listeners. As well as being featured in numerous financial articles and magazines, he also is a published author of two books.
Cory’s philosophy is ‘Keep It Simple.’ The world of finance doesn’t have to be complicated. It’s the advisor’s job to simplify the process and educate the client so they truly understand what their financial objectives are, and more importantly how to achieve their desired financial goals. If, after your first meeting with your advisor, you are more confused than you were before you came in, then the advisor didn’t do their job well. You should leave your first meeting feeling like you have a trusted advisor that will partner with you and help navigate your financial road map.
Register NowDisclosure
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.