We want our clients to be informed and knowledgeable!
At EFC, our primary focus is to help our clients develop their financial literacy. We see our relationship with our clients is a co-partnership. The best way for that to happen is for our clients to truly understand the pathways that we are advising them to take. Many firms adopt a “we’ll do it for you” approach. But, we’ve found that our most satisfied clients are those whose financial knowledge grows as we work together.
We offer workshops, seminars and webinars on a variety of topics and strategies that will be taught by our financial architects and guest speakers. Most of these you can enjoy right from the comfort of your home. Our topics vary from specific investment strategies to broader areas of wealth management, income planning, tax planning, and estate planning. We make sure our clients are aware of the latest, most up to date information that impacts their retirement journey.
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
- The importance of estate planning