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Secure Your Legacy, Minimize Taxes, Maximize Benefits
A free 3-part retirement education series — join us live each Wednesday at 12 PM or 6:30 PM PT.
Reserve Your Spot Now

What is The Money Game Series?

“Retirement isn’t just about saving money — it’s about winning the Money Game of Retirement. Hosted by Cory Chapman, Founder & Wealth Advisor with 30+ years of experience, this series will help you:
  • Protect your wealth and legacy
  • Reduce unnecessary taxes
  • Maximize your Social Security benefits
This is the game you can’t afford to lose — and we’ll give you the playbook.

The Money Game

For many people, money is a frightening topic. They don’t know how to invest, they don’t know how to save, and they are terrified to even think about what retirement will look like.
  • Understand the 5 Stages of Retirement Planning
  • Learn How to Help Your Taxes Go Down in Retirement
  • The 7 Questions Every Retiree Needs to Ask Their Financial Advisor
  • How the Retirement Game Really Works
Money Game Series

The Three Topics

Estate Planning

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Secure Your Legacy

Learn how to protect what you’ve built and make sure your wishes are carried out for generations to come.

Taxes in Retirement

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Minimize Taxes

Discover strategies to help you keep more of what you’ve worked hard for, and avoid hidden tax traps.

Social Security

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Maximize Benefits

Learn when and how to claim Social Security to get the most from your benefits — and avoid costly mistakes.

When We Go Live

Join us live every Wednesday — choose the time that works best for you

12:00 PM PT    |    6:30 PM PT

Reserve Your Spot Now

Meet Your Host - Cory Chapman

With over 30 years of experience helping families plan for and live out their retirement dreams, Cory Chapman is a trusted advisor, educator, and speaker. His mission: to equip you with the strategies to win the Money Game of Retirement.
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In The Media

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Success Stories

Money Game Series
Compliance Disclaimer

Advisory services offered through EFC Wealth Management Firm, LLC, a California State Registered Investment Advisor.
Insurance products offered through EFC Insurance Agency (CA Ins. #0H87076) and EFC Wealth Group, Inc. (CA Ins. #0B92957).
EFC Wealth Management Firm is an independent financial services firm providing customized retirement and wealth-management strategies.

Investing involves risk, including possible loss of principal. No strategy can guarantee profit or protect against loss. Information presented is for educational purposes only and not intended as specific investment, legal, or tax advice.
Not affiliated with or endorsed by the Social Security Administration or any government agency.
© EFC Wealth Management Firm, LLC. All rights reserved.

Seats are limited – don’t miss your chance to win the Money Game of Retirement.

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