6 Key Areas of Capital Accumulation and Protection

When:
August 16, 2018 @ 12:00 pm – 1:30 pm America/Chicago Timezone
2018-08-16T12:00:00-05:00
2018-08-16T13:30:00-05:00
Where:
New York Life 9th Floor
425 Market St
San Francisco, CA 94105
USA
Cost:
Free
Contact:
Albert G. Stoll, Jr.
415-576-1500

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