Calendar

Aug
16
Thu
6 Key Areas of Capital Accumulation and Protection @ New York Life 9th Floor
Aug 16 @ 12:00 pm – 1:30 pm

This talk will be presented by Eric Ching

Eric has been an advisor in the industry since 2012.

Eric has a passion for educating others and has spent his entire professional career doing so. He earned his Master’s at the University of the Pacific.

He focuses on helping people accomplish what is most important to them. Eric communicates expert economic and statistical information to help clients transition between life’s financial roles and stages.

The key learning points are:

  • Strategies to relieve stress about money.
  • Plan with more efficiency and accuracy
  • Tax-efficiency
  • Employee retention
  • Charitable giving
  • Retirement strategies
Sep
18
Tue
TBA @ New York Life 9th Floor
Sep 18 @ 12:00 pm – 1:30 pm

This talk will be presented by Albert Stoll and Leo Manzione

More details coming soon,

TBA @ New York Life 9th Floor
Sep 18 @ 12:00 pm – 1:30 pm

This talk will be presented by Albert Stoll and Leo Manzione

More details coming soon.

Oct
18
Thu
Selling Grandma’s House (in probate, in trust, etc.) @ New York Life 9th Floor
Oct 18 @ 12:00 pm – 1:30 pm
Selling Grandma's House (in probate, in trust, etc.) @ New York Life 9th Floor | San Francisco | California | United States

The talk will be presented by Craig Ackerman

Craig grew-up in New Jersey where he learned to renovate homes, manage tenants and sell residential buildings with his father. Living for 10 years in Singapore and Shanghai, China, on assignment in the commercial real estate industry, Craig returned to the US, and established Ackerman Realty Group in 2003.

Craig wrote “Selling Grandma’s House” and frequently presents to Legal and Financial Consultants about how best to advise their aging clients.

Craig has closed over 400 sales and ranks in the top 1% of all Bay Area Realtors.

The key learning points are:

  • How to get significantly higher prices – always
  • Keys to a seller-centric system that breeds buyer exuberance
  • The highest paying home preparation steps
  • Marketing “Must Dos” that cost the seller nothing
Nov
15
Thu
TBA @ New York Life 9th Floor
Nov 15 @ 12:00 pm – 1:30 pm

More details coming soon.

Dec
20
Thu
TBA @ New York Life 9th Floor
Dec 20 @ 12:00 pm – 1:30 pm

This talk will be presented by Mark Perlmutter

More details coming soon!