Sound Fiscal House

the sound Fiscal House

Income - Growth - Asset Protection Strategies


About the Speaker

Cory Chapman is the author of two published books and a keynote speaker across various Los Angeles-based organizations, with over 20 years of experience in the financial services industry. He has previously been featured on 94.7, Southern California's radio station 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.

What You'll Learn

  • 1Uncover the importance of distribution planning so you can keep more of your earnings
  • 2Learn about Required Minimum Distributions and its effects on Social Security
  • 3Understand Roth IRA conversions
  • 4Reduce the taxes you owe on IRAs and 401ks
  • 5Discover the role your financial background plays when it comes to taxes

Don't miss this unique experience!

Join us for Webinar and let's talk money!


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.