Join us for a complimentary
dinner seminar!
Our educational program features a local financial advisor, Cory Chapman, who is prepared to help you navigate the latest IRA rules and propose tax-saving strategies. At this event you can learn how to preserve your hard-earned assets, spot and avoid common tax mistakes, and implement money strategies that will help put your finances in order. A must-attend for anyone who currently owns an IRA, 401k, 403b, or 457 plan, the event provides insight on ways to potentially reduce tax liability and increase retirement income.
October 22 or 24th at 6:30PM
Truxton's American Bistro
LEARN
Tax laws constantly change. Better solidify your retirement plans and learn how to avoid the mistakes that could end up costing you thousands!
CONNECT
Connect with others looking to better their financial future and get to know one of LAs finest financial planners, Cory Chapman, all over a delicious dinner.
GET RESOURCES
Not only will this event provide you with information that will help you build a strong financial house but it also gives you access to other resources such white papers and videos.
Join us for an educational dinner seminar at Truxton's American Bistro!
What You'll Learn
Creating a retirement plan may help in pursuing a steady income during retirement and offer strategies designed to help you maximize Social Security benefits while potentially reducing taxes. You may also learn why you need to avoid making mistakes when doing an IRA rollover to potentially reduce IRA taxes. Discover the downside of not completing a solid retirement plan and what that could mean come tax season.
Uncover the importance of distribution planning so you can keep more of your earnings
Learn about Required Minimum Distributions and its effects on Social Security
Understand Roth IRA conversions
Reduce the taxes you owe on IRAs and 401ks
Discover the role your financial background plays when it comes to taxes
Video Resources
About EFC
When Life Was Simple
3 Steps to Change
About the Speaker
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.
Don't miss this unique experience!
Join us for dinner and let's talk money!
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