On-Demand Webinars
Financial Education, Available on Your Schedule
Explore EFC Wealth Management's library of on-demand educational webinars covering retirement planning, investments, income strategies, Social Security, taxes, healthcare and legacy considerations.
Watch at your convenience, revisit important topics and build a clearer understanding of the financial decisions that may shape your future.
* Placing a request or watching our webinars does not establish an advisory relationship. See disclosure guidelines below.
Watch Anytime, From Anywhere
We believe that informed clients make better financial decisions. EFC's educational curriculum is designed to break down sophisticated retirement planning and tax management concepts into practical, easy-to-follow actionable plans.
- Learn at your own pace
- Pause and revisit important sections
- Explore topics relevant to your financial journey
- Access educational resources from any device
- Prepare questions for your financial, tax or legal professionals
On-Demand Webinar Library
Comprehensive financial education curated by EFC advisors. Choose a topic below to begin planning for your secure future.
Navigating Social Security & Income Planning
Discover optimization strategies for claiming Social Security benefits. Learn how to coordinate withdrawals and establish a structured retirement paycheck.
Presenter: Cory Chapman Thursday, October 15, 2026
Strategic Tax Planning for Wealth Protection
Explore tax-efficient accumulation and distribution strategies. Learn how Roth conversions, RMD management, and smart tax allocation keep more wealth in your hands.
Presenter: EFC Advisory Team Friday, November 20, 2026
Healthcare Costs & Legacy Considerations
Practical preparation for Medicare, long-term care events, and estate-planning fundamentals. Learn to protect what you have built for your loved ones.
Presenter: EFC Specialists Monday, November 30, 2026Continue Your Retirement Journey
Our mission is to help you connect the pieces of your financial life. Take the next step toward a secure retirement.