Client Events

Past Events

Celebrating the Moments We Share With Our Clients.

A look back at the celebrations, client appreciation events and educational gatherings EFC Wealth Management has hosted over the years.

From our annual State of the Union to holiday parties and summer celebrations, these events are how we say thank you to the clients and families who make up the EFC community. Browse the photo galleries below.

Client Events Gallery

White Party 2025 – EFC client event
Our Latest Celebration

White Party

2025

An afternoon in white with the EFC family — great company, poolside moments and time to celebrate the clients and friends who make our community what it is.

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White Party 2025 – EFC client event202516 photos

White Party

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EFC Masquerade Ball 2023 – EFC client event20231 photo

EFC Masquerade Ball

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State of the Union 2023 – EFC client event20233 photos

State of the Union

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State of the Union 2022 – EFC client event20223 photos

State of the Union

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Client Christmas Party 2021 – EFC client event202113 photos

Client Christmas Party

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Company Retreat & Year-End Strategy Session 2021 – EFC client event202132 photos

Company Retreat & Year-End Strategy Session

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Hawaiian Luau 2021 – EFC client event202124 photos

Hawaiian Luau

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State of the Union 2021 – EFC client event20215 photos

State of the Union

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Client Summer Bash 2019 – EFC client event201941 photos

Client Summer Bash

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Valentine’s Day Celebration 2019 – EFC client event201923 photos

Valentine’s Day Celebration

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Dinner for Northern Cal Clients – EFC client event6 photos

Dinner for Northern Cal Clients

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Dodger Game Outing – EFC client event11 photos

Dodger Game Outing

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Join Us Next Time

Be Part of Our Next Celebration

From our annual State of the Union to holiday parties and summer get-togethers, our client events are how we say thank you. See what’s coming up next.

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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.

EFC events are provided for general educational and informational purposes only. They are not intended as individualized investment, insurance, tax or legal advice or as a recommendation to buy or sell any security or financial product. Investing involves risk, including the possible loss of principal. Attendance or registration does not create an advisory relationship. Advisory services are provided only through an applicable written client agreement.

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