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Attend A Workshop

It can be difficult to make financial decisions if you feel that you do not have all of the information that you should consider. Since 2003, Cory has been committed to sharing his knowledge on financial topics with community members with his Live Events and Webinars.

At EFC Wealth Management, we strive to keep you up to date on issues that matter to you, your family and your financial well-being. Our topics are current and vary from specific investment topics to broader areas of wealth management and income planning. The locations and length of our informational programs change to meet the needs of the community and often include take-home materials.

Examples of past and upcoming seminars include but are not limited to the following topics: Social Security, Your Retirement and Taxes, Income Planning, Investment Planning, Tax Planning, Health Care Planning and The importance of estate planning.

Call us today at 888-244-6675 to find out more or Click on the Topic Below.

April 2020

EFC Logo
Tue
14
Apr

Live Dinner Event TBD

Join us for dinner and a live event, TBD.

6:00 PM - 8:30 PM Tin Roof Bistro,3500 N. Sepulveda Blvd. Manhattan Beach CA 90266

EFC Logo
Time (Tuesday) 6:00 PM - 8:30 PM Location Tin Roof Bistro,
3500 N. Sepulveda Blvd. Manhattan Beach CA 90266
Code 2 Retirement planning in los angeles
Wed
15
Apr

Code 2 Retirement Lunch and Learn Event

Join us in cracking the Code 2 Retirement! This workshop will help you learn how to properly plan for retirement by teaching you to understand your risk portfolio and giving you the strategies needed to enjoy a retirement you want and deserve. Topics we will cover include: Social Security benefits, NUA and 72T strategies, New Tax strategies, and risk tolerance.

12:00 PM - 1:00 PM Ayres Hotel Manhattan Beach,14400 Hindry Ave. Hawthorne CA 90250

Code 2 Retirement planning in los angeles
Time (Wednesday) 12:00 PM - 1:00 PM Location Ayres Hotel Manhattan Beach,
14400 Hindry Ave. Hawthorne CA 90250
EFC Logo
Thu
16
Apr

Live Dinner Event TBD

Join us for dinner and a live event, TBD.

6:00 PM - 8:30 PM Tin Roof Bistro,3500 N. Sepulveda Blvd. Manhattan Beach CA 90266

EFC Logo
Time (Thursday) 6:00 PM - 8:30 PM Location Tin Roof Bistro,
3500 N. Sepulveda Blvd. Manhattan Beach CA 90266

May 2020

retire wiser retirement planning event los angeles
Tue
19
May

RetireWiser Live Dinner Event

Are your hard-earned assets protected if the market goes down again? Avoid retirement planning mistakes that could cost you thousands!

6:00 PM - 8:30 PM Truxton’s American Bistro,8611 Truxton Ave. Los Angeles CA 90045

retire wiser retirement planning event los angeles
Time (Tuesday) 6:00 PM - 8:30 PM Location Truxton’s American Bistro,
8611 Truxton Ave. Los Angeles CA 90045
tax bucket shift tax planning los angeles
Wed
20
May

Tax Bucket Shift Lunch and Learn Event

To make the most of your asset allocation, you need to have a good understanding of how your assets are related to taxes. Learn to Reduce Your Tax Burden & Maximize Retirement at this event!

12:00 PM - 1:00 PM Ayres Hotel Manhattan Beach,14400 Hindry Ave. Hawthorne CA 90250

tax bucket shift tax planning los angeles
Time (Wednesday) 12:00 PM - 1:00 PM Location Ayres Hotel Manhattan Beach,
14400 Hindry Ave. Hawthorne CA 90250
retire wiser retirement planning event los angeles
Thu
21
May

RetireWiser Live Dinner Event

Are your hard-earned assets protected if the market goes down again? Avoid retirement planning mistakes that could cost you thousands!

6:00 PM - 8:30 PM Truxton’s American Bistro,8611 Truxton Ave. Los Angeles CA 90045

retire wiser retirement planning event los angeles
Time (Thursday) 6:00 PM - 8:30 PM Location Truxton’s American Bistro,
8611 Truxton Ave. Los Angeles CA 90045

Contact Us

Give us a call today at 1-888-244-6675 or use the below:

Call Us At: 1-888-244-6675