Code to Retirement
Join us for an exclusive Lunch & Learn with Cory Chapman, Senior Wealth Advisor & Founder of EFC Wealth Management, as we explore three key areas—income, taxes, and risk management—that may help you better prepare for retirement.
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What You’ll Learn Over Lunch
- Strategies that may help reduce tax liability in retirement.
- Solution to help you Guarantee your retirement income.
- Key considerations for managing risk in retirement portfolios.
- Proven strategies to help you Unlock The Code 2 Retirement.
Who Should Attend
- Pre-retirees (within 5–10 years of retirement) who want clarity and confidence about their next phase.
- Current retirees who want to ensure their income, taxes, and benefits are working as efficiently as possible.
- Anyone who wants to take control of their retirement plan instead of leaving it to chance.
- Households with $500,000 or more in investable assets.
Event Details
Truxton's American Bistro 8611 Truxton Ave, Los Angeles, CA 90045
Reserve Your Seat
Seating is limited for this exclusive event. Please complete the short registration form to confirm your spot. A brief qualifying questionnaire will follow to help us ensure this event is the right fit for you.
What You’ll Learn Over Lunch
During this educational session, you will gain insights on:
Cory Chapman is an Investment Adviser Representative
offering advisory services through EFC Wealth Management Firm, LLC, a Registered Investment Advisor
Our Team
Sydnie Mills
Barack Little
What People Are Saying
“Cory made the information easy to understand, and I left feeling clearer about my retirement path.”
“The workshop opened my eyes to areas I hadn’t considered and gave me practical next steps.”
“I appreciated how educational the session was — it made me think differently about preparing for retirement.”
As Seen On
EFC Wealth Management is an independent financial advisory firm. This event is for educational purposes only and is not intended to provide specific investment, legal, or tax advice. Past recognition, media features, and publications do not guarantee future performance or results. Attendance does not create an advisory relationship. Investing involves risk, including the possible loss of principal.