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
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Disclosure
Cory Chapman is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC, a 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. All information and ideas should be discussed in detail with your individual adviser prior to implementation.
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 and Texas.
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