Financial Education You Can Join from Anywhere
Join EFC Wealth Management’s live educational webinars to explore important financial and retirement topics from the comfort of your home.
Our webinars cover retirement income, investments, Social Security, tax-aware planning, healthcare and legacy considerations. Each session is designed to make complex topics easier to understand and help you prepare more informed questions about your financial future.
Webinars are provided for educational purposes only and do not constitute individualized investment, tax or legal advice.
Upcoming Live Webinars
Select one of our upcoming live sessions to learn about essential wealth management topics. Space is limited, so please secure your virtual seat in advance.
Tax-Aware Retirement Strategies: Keeping More of What You've Saved
Thursday, November 12, 2026 2:00 pm – 2:45 pm Presenter: Cory Chapman, IARLearn how proactive planning can help you mitigate the tax impact on your retirement accounts, navigate changing tax brackets, and coordinate potential withdrawals efficiently.
Demystifying Social Security: Maximizing Your Lifetime Benefits
Tuesday, November 17, 2026 10:00 am – 11:00 am Presenter: EFC Wealth Advisory TeamUnderstand key filing timelines, spousal benefits, and how coordination of your filing date with other income sources can help support your long-term lifestyle needs.
Market Volatility and Retirement: Structuring Solid Income Streams
Wednesday, December 2, 2026 11:00 am – 11:45 am Presenter: Cory Chapman, CEO & FounderExplore strategies designed to help insulate your immediate cash-flow needs from short-term market downturns, and discover how to transition from asset accumulation to consistent income generation.
Important Disclosure
EFC Wealth Management Firm, LLC is a California State Registered Investment Advisor. Cory Chapman is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC.
Webinars are provided for educational and informational purposes only. They do not constitute individualized investment, insurance, tax or legal advice or a recommendation to purchase or sell any security or financial product. Investing involves risk, including the possible loss of principal. Registration or attendance does not create an advisory