What You’ll Learn
We’re going to show you what you need to be doing now to protect your home, assets, and family from predators.
We’ll explain the documents that safeguard everything that you’ve worked hard for, so you can make informed decisions for you and your loved ones.
We even explain how tax and financial planning can help you keep what you’ve earned and grow your retirement wealth – something your accountant can’t do.
Location
Address
Show on mapHilton Garden Inn
The Creek Room
490 Lawrence Way
Walnut Creek, CA 94596
Dates
October 27, 2026
- 1:30 PM
October 27, 2026
- 6:00 PM
October 28, 2026
- 10:30 AM
October 28, 2026
- 1:30 PM
All times are listed in Pacific Standard Time
What to Expect
- No pressure—just helpful information you can use however works best for you.
- A practical 1-2 hour session designed around your questions and concerns.
- After you register, we’ll give you a quick call to confirm your spot and send a follow-up email with all the details.
- The day before the workshop, we’ll send a gentle reminder so it’s fresh on your mind.
Title
Estate Planning Attorney
Education
UC Law San Francisco (Formerly UC Hastings)
Bio
Eric, who was born and raised in the Bay Area, leads Oath’s Walnut Creek office, where he assists clients with their estate and financial planning options. Eric graduated from UC Berkeley with a bachelor’s degree in Political Science before earning his law degree from UC Hastings in San Francisco. Eric’s favorite part of the job is working with clients so that they can feel confident and secure about their future. As a first-generation citizen whose parents immigrated to the United States as refugees, Eric went to law school with the goal of helping people protect what matters most to them. Outside of work, Eric spends most of his time cooking for his wife, writing his fantasy novel, and relaxing with his cats and a good book