Upcoming Events
Learn Today. Prepare for Tomorrow.
Explore upcoming educational events from EFC Wealth Management covering retirement planning, investment considerations, income strategies, taxes, healthcare, Social Security and legacy planning.
Whether you are building wealth, approaching retirement or already retired, our events are designed to help you understand important financial topics and ask more informed questions about your future.
Upcoming Client Events
Client Casino Night
Save the date for an evening of casino games, prizes and great company with fellow EFC clients. Register by November 28.
Saturday, December 19, 2026 6:00 pm – 10:00 pm Location to be announced
State of the Union 2027: Code 2 Retirement
Our annual State of the Union kicks off 2027 with Code 2 Retirement™ — a look at the year ahead and what it means for your retirement plan.
Saturday, January 23, 2027 Time to be announced Location to be announced
Valentine Mixer
Celebrate Valentine’s season with fellow EFC clients and friends at our headquarters — an evening of drinks, bites and conversation.
Thursday, February 11, 2027 6:00 pm – 8:00 pm EFC HQ Office
Summer Bash: Backyard Barbecue
Kick off the Fourth of July weekend with a backyard barbecue at Cory’s place — food, games and summer fun with the EFC community.
Saturday, July 3, 2027 Time to be announced Cory's PlaceImportant 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.