Financial Education You Can Join from Anywhere
Join EFC Wealth Management’s live educational webinars to explore important financial and retirement topics from the comfort of your home.
Our webinars cover retirement income, investments, Social Security, tax-aware planning, healthcare and legacy considerations. Each session is designed to make complex topics easier to understand and help you prepare more informed questions about your financial future.
Webinars are provided for educational purposes only and do not constitute individualized investment, tax or legal advice.
Upcoming Live Webinars
Join an EFC advisor live. New sessions are scheduled daily. Reserve your free seat and bring your questions.
The Tax Storm with Cory Chapman
with Cory Chapman
How Taxes May Have A Potential Impact on Your Retirement.
- Tue, Oct 27 · 10:00 AM PDT
- Tue, Oct 27 · 11:00 AM PDT
- Tue, Oct 27 · 12:00 PM PDT
Understanding Annuities: Strategies for Retirement Income
with Dante Sanchez
Join our complimentary webinar to understand annuities, retirement income options, and key planning considerations.
Smart Strategies for Social Security Planning
with BaRack Little
Learn how to maximize your Social Security benefits, understand eligibility, and plan for a secure retirement in our free expert-led webinar.
Estate Planning Webinar: Secure Your Future Today
with Cory Chapman
Join our free Estate Planning webinar to learn how to protect your assets, create wills & trusts, and secure your family's future with expert advice.
Taxes in Retirement
with Cory Chapman
Unlock the secrets to efficient tax planning for retirement in our seminar. Learn strategies to maximize savings and secure your financial future.
Code2Retirement Webinar
with Cory Chapman
Planning for retirement is the key to having a successful retirement. Let Cory J. Chapman share with you how to crack the code to retirement planning.
Annuities, The Good, The Bad & The Ugly
with Cory Chapman
Everything you need to know about annuities
- Thu, Oct 29 · 6:00 PM EDT
A New Alternative| In Today's Interest Rate Environment
with Cory Chapman
- Fri, Oct 30 · 6:00 PM PDT
- Fri, Nov 6 · 12:00 PM PST
- Fri, Nov 6 · 6:00 PM PST
Social Security and Retirement Income
with Cory Chapman
Social Security and Retirement Income . 9 things you need to know to maximize your benefits.
- Sat, Nov 7 · 12:00 PM EST
- Sat, Nov 14 · 12:00 PM EST
- Sat, Nov 21 · 12:00 PM EST
Strategies To Optimize Your Social Security Benefits
with Cory Chapman
- Sat, Nov 7 · 6:00 PM PST
- Sat, Nov 14 · 6:00 PM PST
- Sat, Nov 21 · 6:00 PM PST
MEDICARE| Making the choice that's right for you
with Cory Chapman
- Mon, Nov 9 · 12:00 PM EST
- Mon, Nov 16 · 12:00 PM EST
- Mon, Nov 23 · 12:00 PM EST
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Open My Webinar LinkUpcoming Live Webinars
Select one of our upcoming live sessions to learn about essential wealth management topics. Space is limited, so please secure your virtual seat in advance.
Tax-Aware Retirement Strategies: Keeping More of What You've Saved
Thursday, November 12, 2026 2:00 pm – 2:45 pm Presenter: Cory Chapman, IARLearn how proactive planning can help you mitigate the tax impact on your retirement accounts, navigate changing tax brackets, and coordinate potential withdrawals efficiently.
Demystifying Social Security: Maximizing Your Lifetime Benefits
Tuesday, November 17, 2026 10:00 am – 11:00 am Presenter: EFC Wealth Advisory TeamUnderstand key filing timelines, spousal benefits, and how coordination of your filing date with other income sources can help support your long-term lifestyle needs.
Market Volatility and Retirement: Structuring Solid Income Streams
Wednesday, December 2, 2026 11:00 am – 11:45 am Presenter: Cory Chapman, CEO & FounderExplore strategies designed to help insulate your immediate cash-flow needs from short-term market downturns, and discover how to transition from asset accumulation to consistent income generation.
Important 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.
Webinars are provided for educational and informational purposes only. They do not constitute individualized investment, insurance, tax or legal advice or a recommendation to purchase or sell any security or financial product. Investing involves risk, including the possible loss of principal. Registration or attendance does not create an advisory relationship.