Educational Workshops
Practical Financial Education for Real-Life Decisions
Financial decisions can feel complicated, especially when retirement, investments, taxes, healthcare and family priorities intersect.
EFC Wealth Management's educational workshops are designed to explain important financial topics in clear, practical language. Join us in person or online to learn, ask general questions and identify areas you may want to review within your own financial strategy.
Workshops are provided for educational purposes only and do not constitute individualized investment, tax or legal advice.
Scheduled Workshops & Seminars
LAAFE at Redondo Beach Public Library
If you are near or in retirement, this course will equip you with tools to implement in your retirement planning!
Tuesday, October 27, 2026 5:30 pm – 7:00 pm Redondo Beach Public LibraryLAAFE at Marina Del Rey Library
Whether your questions are related to Social Security, taxes, investments, Medicare, or estate planning, this course covers it all
Thursday, November 5, 2026 5:30 pm – 7:30 pm Marina Del Rey LibraryLAAFE at Pepperdine Graziadio Business School
If you are near or in retirement, this course will equip you with tools to implement in your retirement planning!
Tuesday, November 17, 2026 6:30 pm – 8:00 pm Pepperdine Graziadio Business SchoolLAAFE at Culver City Library
If you are near or in retirement, this course will equip you with tools to implement in your retirement planning!
Tuesday, November 24, 2026 5:30 pm – 7:00 pm Culver City Julian Dixon LibraryImportant Disclosure
EFC Wealth Management Firm, LLC is a California State Registered Investment Advisor. Cory Chapman is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC.
Educational workshops provide general information only. They do not constitute individualized investment, insurance, tax or legal advice or a recommendation to buy or sell any security or financial product. Investing involves risk, including the possible loss of principal. Workshop registration or attendance does not create an advisory relationship. Advisory services are offered only through an applicable written client agreement.