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AVOID RETIREMENT PLANNING MISTAKESTHAT COULD COST YOU THOUSANDS!

Event Details

Seating is limited and reservations are required!

COMPLIMENTARY GOURMET MEAL!

8611 Truxton Ave. Los Angeles, CA 90045

Tuesday, March | 11th 6:30pm

This is a complimentary event, nothing will be sold.

Attend this COMPLIMENTARY event and...

  • Understand what RMDs are (Required Minimum Distributions) and how you can prepare.
  • Discover how you may potentially REDUCE the taxes owed on your IRA, 401k, or 403b accounts.
  • Learn what everyone within 5 years of age 70 MUST KNOW about RMDs to minimize taxes
  • Learn creative ways to turn potential RMD negatives into a powerful retirement strategy!

As Seen On

  • ABC
  • OCBS
  • Fox
  • NBC
  • Yahoo Finance

Topics

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Income Planning

Learn strategies to help avoid running out of income during retirement.

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Investment Planning

Learn how to identify how much risk you have in your portfolio.

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Tax Planning

Learn strategies to help keep more of your money in your pocket.

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Healthcare Planning

Learn ways to prepare for increasing medical costs.

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Estate Planning

Learn how to ensure that your hard-earned money goes to your beneficiaries.

This workshop is designed for Retirees and Pre-retirees. If you are retired or planning to retire within the next 5 to 8 years, this is a must attend workshop. All attendees must have saved a minimum of $250,000 in order to apply these principals and strategies that EFC will teach at this workshop.

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Guest Information

Most attendees bring 1 or 2 guests

Guest #1

Guest #2

Seating is limited! reserve your seat today

About the Speaker Cory Chapman

Cory Chapman is the author of two published books and a keynote speaker across various Los Angeles-based organizations, with over 20 years of experience in the financial services industry. He has previously been featured on 94.7, Southern California's radio station with 1.3 million weekly listeners, and several financial articles and magazines.

Cory's philosophy, "Keep It Simple," preaches that the financial world isn't - and doesn't need to be complicated after all. Financial advisors have the responsibility to educate their clients and simplify the financial process in a way they understand their goals and ways to pursue their desired objectives. Clients ought to trust their advisor in navigating their road map to financial success.