Events

Aug 26, 2010 – Investing for Growth and Income During Violent Economies

Some consumers cringe when economies seem chaotic and interest rates are low, while others are able to thrive through these environments.  What are the safe-money investment strategies?  How does one find income in low interest rate environments?  What are the strategies that may position you to thrive through violent economies?
Lecturer Ken Stern, is the author [...]

Sep 20, 2010 – 2011 – Everything’s Changing

Plan and prepare for the estate, tax and investment changes in 2011 and beyond.  Lecturer, Ken Stern is the author of six best-selling personal finance books and can be viewed weekdays, providing financial commentary on SD Channel 6 Mornings News.
Where: Oasis North County, Joceyln Senior Center, 210 East Park Ave., Escondido, CA 92025
When: Monday, September 20, 2010
Time: [...]

Sep 24, 2010 – 2010 Essential End of the Year Planninig Tips

This class will explore critical year end moves that must be considered in the areas of estate planning, family communication, investment changes and tax realization. Learn how to keep your documents current, strategies you’ll want to implement to potentially reduce taxes, as well as strategies to possibly avoid the death and inheritance taxes.   Brendan Van [...]

Sep 29, 2010 – Can You Handle the Truth?

Ken Stern explains why so many portfolios stink!  Lecturer, Ken Stern is the author of six best-selling personal finance books and can be viewed weekdays, providing financial commentary on SD Channel 6 Mornings News.
Where: Oasis San Diego, 1702 Camino del Rio North, San Diego CA 92108 on the third floor of Macy’s
When: Wednesday, September 29
Time: 1:15 – 2:45 [...]

Oct 18, 2010 – Can You Handle the Truth?

Ken Stern explains why so many portfolios stink!  Lecturer, Ken Stern is the author of six best-selling personal finance books and can be viewed weekdays, providing financial commentary on SD Channel 6 Mornings News.
Where: Oasis North County, Joceyln Senior Center, 210 East Park Ave., Escondido, CA 92025
When: Monday, October 18, 2010
Time: 1:00 – 2:30 PM
Fee: $4.00
To register for [...]

Nov 8, 2010 – Alpha Wealth & Wise

Create wealth strategies using critical wealth, tax and legacy techniques specific to the retired.  This class will evaluate forms, documents and worksheets to be completed during class.
Lecturer, Ken Stern is the author of six best-selling personal finance books and can be viewed weekdays, providing financial commentary on SD Channel 6 Mornings News.
Where: Oasis San Diego, 1702 Camino [...]

Nov 17, 2010 – 2010 Essential End of the Year Planning Tips

A discussion of the critical moves that must be considered in the area of estate planning, family communication, investment changes and tax realization. 
Lecturer, Ken Stern is the author of six best-selling personal finance books and can be viewed weekdays, providing financial commentary on SD Channel 6 Mornings News.
Where: North County Senior Center, , Escondido, CA 92025
When: Wednesday, [...]

Dec 6, 2010 – 2010 Essential End of the Year Planning Tips

A discussion of the critical moves that must be considered in the area of estate planning, family communication, investment changes and tax realization. 
Lecturer, Ken Stern is the author of six best-selling personal finance books and can be viewed weekdays, providing financial commentary on SD Channel 6 Mornings News.
Where: Oasis San Diego, 1702 Camino del Rio North, San [...]

Oct 13, 2020 – 2011 – Everything’s Changing

Plan and prepare for the estate, tax and investment changes in 2011 and beyond.  Lecturer, Ken Stern is the author of six best-selling personal finance books and can be viewed weekdays, providing financial commentary on SD Channel 6 Mornings News.
Where: Oasis San Diego, 1702 Camino del Rio North, San Diego CA 92108 on the third floor of [...]