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Is Your Retirement Plan Secure?

If your retirement plan makes you feel anxious about the future, or if you have found yourself asking:

  • 1How do I protect my principal balance from losses?
  • 2How do I reduce my tax liabilities?
  • 3Am I making the right decisions to secure my retirement future?
  • 4How much risk is the right amount of risk for my portfolio?

Then I'm glad you're here!

If you've watched the news lately (and most of us have), you know the stock market has experienced significant volatility in the last few months. But did you know market performance is not the only area of concern for today's financial experts? Many experts predict higher tax rates in the future, especially with the recent increase in emergency federal spending. And if you're only focused on the market, you may miss a big risk impacting the amount of income you receive in retirement.

Who is This Webinar For?

This webinar is designed for those of you who are staying closer to home this month and have the gift of time to learn something new. I would love to share this special Retirement Tax Summit webinar and I believe it will help you maximize your retirement goals.

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What You Will Learn

Following the outline of the book written by Martin H Ruby, The No Compromise Retirement Plan, you will learn:

  • 1Why taxes may be the biggest retirement risk you haven't planned for
  • 2Why today's market requires specialized planning to meet your retirement goals
  • 3How to calculate the total amount of taxes you may pay on your Ira or 401(k) in retirement
  • 4Whether creating tax-free income from your current qualified account makes sense for you
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Cory Chapman EFC Wealth Management

This webinar is designed for those of you who are staying closer to home this month and have the gift of time to learn something new. I would love to share this special Retirement Tax Summit webinar and I believe it will help you maximize your retirement goals.

Register

Disclosure

This is not a part of the Facebook website and is not endorsed by Facebook Inc.

Use of this meeting space does not constitute endorsement of program/meeting or its content by venue's ownership. Not approved by or affiliated with the Social Security Administration or any other Federal or state government agency. By providing your phone number, you are consenting to receive calls and SMS/MMS msgs, including autodialed and automated calls and texts, to that number from EFC Wealth Group. Msg&data rates may apply. Terms & conditions/privacy policy apply. Insurance products may be discussed.

Securities and advisory services offered through Madison Avenue Securities LLC, member FINRA/SIPC and a Registered Investment Advisor. Insurance services offered through EFC Wealth Group. EFC Wealth Group and EFC Wealth Management are not affiliated with Madison Avenue Securities LLC. CA #OB92957

EFC Wealth Management is an independent financial services firm. Neither the firm nor its representatives may give tax or legal advice. Investing involves rick, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

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