Post Retirement Asset Protction and Legacy Planning

What are the five levels of asset vulnerability for retirees?  Have you ever thought of a family meeting?  Is your son or daughter in law set to inherit any of your money – what about the IRS?   What do your caregiver instructions state?  This class will discuss, from a non-legal prospective, asset positioning and asset protection strategies.

Join Ken Stern, best-selling author and Channel 6 Morning News’ financial contributor, for a discussion from a non-legal prospective, asset positioning and asset protection strategies.

Where: Oasis Mission Valley, 1702 Camino del Rio North, San Diego, CA 92108 on the third floor of Macy’s

When: Thursday, April 1st

Time: 1:15 – 2:45 PM

For information to register for classes:

• Online: go to www.oasisnet.org/Cities/SanDiegoCA.aspx

• Call: (619)574-0674

• Fee: $3.00

*You must be 50 years or older to attend Oasis Classes.