Retirement Seminars
Important Retirement Topics, Explained Clearly
Retirement can bring important decisions about income, investments, Social Security, taxes, healthcare and the legacy you want to leave behind.
EFC Wealth Management's retirement seminars are designed to help you better understand these topics, recognize potential planning gaps and prepare more informed questions about your financial future.
* Seminars are provided for educational purposes only and do not constitute individualized investment, tax or legal advice.
Upcoming Retirement Seminars
Join EFC Wealth Management's experienced financial advisors at our upcoming local events. All our educational seminars are completely complimentary, but reservations are strictly required due to limited seating.
Tax-Efficient Wealth Transfer & Estate Planning
Tuesday, November 3, 2026 6:30 pm – 8:00 pm EFC Executive Conference Center, Los Angeles Presenter: David Vance, Senior Wealth SpecialistA comprehensive walkthrough of estate planning foundations: wills, trusts, avoiding probate, and minimizing potential tax burdens on beneficiaries. Discover how recent legislative changes may affect your legacy planning.
Retirement Readiness & Market Volatility
Wednesday, November 18, 2026 5:00 pm – 7:00 pm EFC West Coast Center, Newport Beach Presenter: Cory Chapman, Managing PartnerHow to transition your portfolio from accumulation to distribution phase. We cover sequence-of-returns risk, inflation hedges, and building reliable income streams that last a lifetime despite market cycles.
Take the Next Step Toward Retirement Readiness
Understanding your retirement choices can be an important first step toward creating a more coordinated financial strategy.