Let Us Help You Crack the code to retirement

The number one question that most people have in retirement is, “Will I have enough?” With the volatility of the market being at its all-time high, it’s natural to second guess your financial fitness.


What we’ll discuss in the webinar:

  1. How to avoid retirement planning mistakes that can cost you thousands!
  2. Discover how you may potentially reduce the taxes owed on your IRA, 401(k) or 403B accounts.
  3. How to make your income match your lifestyle.
  4. How to determine how much risk you currently have in your portfolio.
  5. Learn creative ways to determine potential RMD’s negatives into powerful retirement strategies!

Born between 1946 and 1964? Own a 401k, IRA, or 403b?

EFC Wealth Management is keeping their finger on the market and we’re here to not only bring you market updates but also to help you learn:

  • - How to choose the right accounts to draw income from first to avoid costly tax bills
  • - Uncover the income sources that are designed to make sure you don’t run out of money in retirement
  • - Determine if new tax changes could affect the taxes owed on your retirement income
  • - Discover how to analyze your current positions to find out if you have too much risk in your portfolio
  • - Avoid forcing loved ones into caretaker status by using new tools that help cover the high cost of Longterm Care
  • - Find out why now might be the best time for a Roth conversion in our lifetime

Cory Chapman

Since 2002, EFC has helped individuals make sense of the complicated world of retirement planning. We strive to become the partner they deserve and desire, to help them build their own financial future. We will help them feel more confident about their future by informing them with our financial workshops and webinars and help them to make informed financial decisions while feeling empowered.


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Use of this meeting space does not constitute endorsement of program/meeting or its content by venue’s ownership. Not approved by or affiliated with the Social Security Administration or any other Federal or state government agency. By providing your phone number, you are consenting to receive calls and SMS/MMS msgs, including autodialed and automated calls and texts, to that number from EFC Wealth Group. Msg&data rates may apply. Terms & conditions/privacy policy apply. Insurance products may be discussed.

Securities and advisory services offered through Madison Avenue Securities LLC, member FINRA/SIPC and a Registered Investment Advisor. Insurance services offered through EFC Wealth Group. EFC Wealth Group and EFC Wealth Management are not affiliated with Madison Avenue Securities LLC. CA #OB92957

EFC Wealth Management is an independent financial services firm. Neither the firm nor its representatives may give tax or legal advice. Investing involves rick, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.