Educational Workshops
Practical Financial Education for Real-Life Decisions
Financial decisions can feel complicated, especially when retirement, investments, taxes, healthcare and family priorities intersect.
EFC Wealth Management's educational workshops are designed to explain important financial topics in clear, practical language. Join us in person or online to learn, ask general questions and identify areas you may want to review within your own financial strategy.
Workshops are provided for educational purposes only and do not constitute individualized investment, tax or legal advice.
Upcoming Educational Workshops
Retirement Income Masterclass
Discover how to coordinate Social Security, pensions, personal investments, and taxes into a single, predictable monthly paycheck. Ideal for those within 5 years of retirement.
Presenter: Cory Chapman, Wealth Advisor Beverly Hills City Club, Los Angeles
Tax-Efficient Investing & Wealth Preservation
Discover tax bracket management strategies, Roth conversion opportunities, and how tax changes might impact your investments.
Presenter: Elena Vance, Tax Specialist Online Webinar (Zoom Link Provided)
Healthcare, Medicare & Long-Term Care Planning
Understand the real costs of healthcare in retirement. We demystify Medicare parts, enrollment timelines, and funding strategies.
Presenter: Cory Chapman & Guest Expert Pasadena Conference RoomImportant 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.
Educational workshops provide general information only. They do not constitute individualized investment, insurance, tax or legal advice or a recommendation to buy or sell any security or financial product. Investing involves risk, including the possible loss of principal. Workshop registration or attendance does not create an advisory relationship. Advisory services are offered only through an applicable written client agreement.