6 Key Areas of Capital Accumulation and Protection

August 16, 2018 @ 10:00 am – 11:30 am America/Los Angeles Timezone
New York Life 9th Floor
425 Market St
San Francisco, CA 94105
Albert G. Stoll, Jr.

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

Thank you again for attending the Attorney Action Club on November 15, and for making my presentation such a success. Throughout my career, I have believed that educating people has been an integral part of my service. The complications that surround probate and trust sales are often a surprise for families. I have relied on good attorneys to assist my clients informing estate plans, writing and updating trusts, and in navigating probate sales. I sincerely hope that you received something of value from my presentation, and I would like to meet with you individually to discuss what we might be able to do together in the future. Follow the link on this page to see videos of the work that we have done.
Warm regards, Craig. Cell: 415-730-3030