Plan smart. Retire wealthy
without overpaying taxes.

Join the Code 2 Retirement™ Mastery Program and learn how to build tax-efficient retirement income.

  • Build your retirement income blueprint
  • Reduce taxes with smart strategies
  • Implement a proven system
Enrollment closes in
Book my seat – $15,000
Only a few seats left

Meet Cory Chapman

For over three decades, Cory Chapman has helped successful professionals, business owners, and retirees navigate the most critical transition of their financial lives — retirement.

As founder of EFC Wealth Management, Cory has guided clients through market cycles, tax changes, and retirement transitions while managing over $100 million in assets under care.

Clients Transformed
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Code 2 Retirement™ Mastery Program

What It Includes
Mastery-program

This is where everything starts.

We conduct a full analysis of your current situation:

  • Assets (qualified & non-qualified)
  • Income sources
  • Tax exposur
  • Risk allocation
  • Retirement timeline

Outcome: A clear understanding of where you are—and where the gaps are.

Mastery-program

We conduct a full analysis of your current situation:

  • Assets (qualified & non-qualified)
  • Income sources
  • Risk allocation
  • Retirement timeline
Outcome: A clear understanding of where you are—and where the gaps are.
Mastery-program

This is where everything starts.

We conduct a full analysis of your current situation:

  • Assets (qualified & non-qualified)
  • Income sources
  • Tax exposur
  • Risk allocation
  • Retirement timeline

Outcome: A clear understanding of where you are—and where the gaps are.

Mastery-program

We conduct a full analysis of your current situation:

  • Assets (qualified & non-qualified)
  • Income sources
  • Risk allocation
  • Retirement timeline
Outcome: A clear understanding of where you are—and where the gaps are.
Mastery-program

This is where everything starts.

We conduct a full analysis of your current situation:

  • Assets (qualified & non-qualified)
  • Income sources
  • Tax exposur
  • Risk allocation
  • Retirement timeline

Outcome: A clear understanding of where you are—and where the gaps are.

Mastery-program

We conduct a full analysis of your current situation:

  • Assets (qualified & non-qualified)
  • Income sources
  • Risk allocation
  • Retirement timeline
Outcome: A clear understanding of where you are—and where the gaps are.
Mastery-program

This is where everything starts.

We conduct a full analysis of your current situation:

  • Assets (qualified & non-qualified)
  • Income sources
  • Tax exposur
  • Risk allocation
  • Retirement timeline

Outcome: A clear understanding of where you are—and where the gaps are.

Mastery-program

We conduct a full analysis of your current situation:

  • Assets (qualified & non-qualified)
  • Income sources
  • Risk allocation
  • Retirement timeline
Outcome: A clear understanding of where you are—and where the gaps are.

At the end of this training, for those of you who want help implementing this into your own situation, I offer a program called the Code 2 Retirement™ Mastery Program.

This is where we work with you directly to design and implement a personalized retirement strategy—focused on income, taxes, and long-term security.

“What I’ve shown you today is the framework.

What most people need next is help applying it to their situation.”

“That’s exactly what we do inside the Code 2 Retirement™ Mastery Program.”

Inside the program, we help you:
  • Design a custom retirement income plan
  • Build a tax-efficient withdrawal strategy
  • Structure your investments around income—not just growth
  • Create a clear, disciplined system for retirement

Proven Retirement Results

Real-life examples of turning retirement plans into reality
“I’ve attended many financial seminars. This was categorically different. The depth, the personalization, and the real-world applicability were unlike anything I’ve seen.”
Christina
“I finally have clarity around my retirement plan. Before this, everything felt uncertain and disconnected. Now I have a structured approach that actually makes sense.”
Robert
“This program opened my eyes to how much I was losing in taxes. No one had ever explained it this clearly before. The strategies are practical and easy to apply.”
Michael
“The biggest shift for me was understanding retirement income properly. I used to focus only on saving and investing. Now I know how to generate and manage income efficiently.”
Kevin

Jun 14–15, 2026 | 8:30 AM – 6:00 PM

The Ritz-Carlton, Chicago 160 E Pearson Street, Chicago, IL 60611

Includes: Gourmet lunch both days, workbook, private follow-up consultation

Secure Your Place

Submit your information below. A member of our team will contact you within 24 hours to confirm your reservation and discuss attendance details.

"*" indicates required fields

Name*

Jun 14–15, 2026 | 8:30 AM – 6:00 PM

The Ritz-Carlton, Chicago 160 E Pearson Street, Chicago, IL 60611

Includes: Gourmet lunch both days, workbook, private follow-up consultation

Secure Your Place

Submit your information below. A member of our team will contact you within 24 hours to confirm your reservation and discuss attendance details.

"*" indicates required fields

Name*

Your questions, simply answered

Frequently Asked

What exactly am I getting for $15,000?

A fully customized retirement income and tax strategy, delivered as a clear blueprint with guidance to implement it.

How is this different from what my current advisor is doing?

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Is this a one-time engagement or an ongoing relationship?

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Will you help me implement the strategy or just give me a plan?

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What kind of results should I expect?

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Who is this program designed for?

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How much time will this require from me?

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