We want our clients to be informed and knowledgeable!
It can be difficult to make financial decisions if
you feel that you do not have all of the information that you should consider. Since 2003, Cory has been committed to sharing his knowledge on financial topics with community members with his Live Events and Webinars.
At EFC Wealth Management, we strive to keep you up to date on issues that matter to you, your family and your financial well-being.
Our topics are current and vary from specific investment topics to broader areas of wealth management and income planning. The locations and length of our informational programs change to meet the needs of the community and often include take-home materials.
Examples of past and upcoming seminars include but are not limited to the following topics:
Social Security, Your Retirement and Taxes, Income Planning, Investment Planning, Tax Planning, Health Care Planning, The importance of estate planning.