Code 2 Retirement™
Kick off 2027 with EFC Wealth Management’s annual State of the Union. Cory Chapman and the EFC team share our outlook for the year ahead and what it could mean for your retirement plan.
- Saturday, January 23, 2027Save the date
- Time to be announcedDetails emailed to registered guests
- Location to be announcedVenue details emailed to registered guests
- Hosted by Cory Chapman& the EFC Wealth Management team
What to Expect
An event designed to help you start the year with clarity and confidence.
The Year Ahead
Our outlook on markets, the economy and the trends that may shape retirement planning in 2027.
Code 2 Retirement™
A walk through the Code 2 Retirement™ framework and how it guides income, tax and legacy decisions.
Connect & Ask
Time to meet the EFC team and fellow clients, ask questions and share what’s on your mind.
Event T-Shirt
Please tell us your T-shirt size (and your guests’ sizes) when you register.
Register for State of the Union 2027
Reserve your spot below. You’ll get a confirmation email, and we’ll send time and venue details as soon as they’re confirmed.
This event is for general educational purposes only and does not constitute individualized investment, tax or legal advice. EFC Wealth Management Firm, LLC is a California State Registered Investment Advisor.