Retirement Readiness:

A Financial & Retirement Planning Class

February 21, 2024 from 12pm – 2pm at EFC Learning Center

Class Details:

February 21, 2024 from 12pm – 2pm

EFC Learning Center | 5777 W Century Blvd. Suite 985 | Los Angeles, CA 90045

This class is FREE to attend but designed for those who've actively saved for retirement for 15 years or longer.

Retirement Readiness - A Financial & Retirement Planning Class

Whether your questions are related to Social Security, taxes, investments, Medicare, or estate planning, this course covers it all.

SEATING IS LIMITED. Please register soon!

Your Complimentary, Take-Home Workbook

When you attend the event, you will receive a comprehensive workbook to use as a resource.  Inside, you'll find all of the content that is covered in the course, as well as a plethora of valuable take-home resources for your retirement planning journey.

Free book!

What you'll learn:

  • How do I determine how much I will spend in retirement?
  • How can I align my investments to meet my income needs in retirement?
  • Which accounts should I pull my income from in retirement, and in what order?
  • Will I pay taxes if I convert money from an IRA to a Roth IRA?
  • How are Social Security benefits taxed?
  • What Social Security coordination strategies would make sense to use for me and my spouse?
  • What are my investment options?
  • How do I best plan for health care expenses in retirement?
  • What are some affordable long-term care solutions
  • What core estate planning documents should I have in place?


Making your money last throughout retirement has become more and more challenging.  People are living longer and fewer retirees today have traditional pensions to rely upon for the bulk of their retirement income. Couple the longevity risk retirees face with other financial risks, such as:  market risk, inflation risk, deflation risk, regulatory and tax risk, long-term care risk, sequence of returns risk, withdrawal rate risk, and more; and you can see why planning for retirement can feel overwhelming.  

Our courses are designed to help alleviate your common retirement concerns by providing you with the information to make more informed and knowledgeable decisions regarding your financial future.

Fill out the form to register.

Wednesday, February 21, 2024 from 12pm – 2pm at the EFC Learning Center

Cost is $19.99 FREE
We encourage you to bring a guest!

By entering your information in the form above you are opting in to receive emails and text messages confirming your request including access links to the requested video(s) or material(s). You can change your opt-in preferences anytime by contacting us

Your tuition includes the opportunity to meet one-on-one for a personal strategy session with your course instructor to address any personal questions you may have and to apply the course material to your specific situation.  This “strategy session” is not mandatory, but has been described by many as the highlight of the course offering.

Investment advisory services offered through EFC Wealth Management Firm, LLC, a California State Registered Investment Advisor.  

CA Ins. #0H87076

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