Ken Stern & Associates » Events http://www.kenstern.com Just another WordPress weblog Wed, 04 Apr 2012 17:27:25 +0000 en hourly 1 http://wordpress.org/?v=3.3.1 Los Angeles OASIS – August 12, 2011 http://www.kenstern.com/2011/07/los-angeles-oasis-august-12-2011-2/ http://www.kenstern.com/2011/07/los-angeles-oasis-august-12-2011-2/#comments Wed, 20 Jul 2011 19:11:51 +0000 aquinn http://www.kenstern.com/?p=2441 We believe wealth accumulation and preservation is much easier to accomplish by understanding and following a few simple rules. Through this hands-on, interactive course, you will learn how to potentially maximize your investment strategies using Ken Stern & Associates Alpha System.

**To Register for the event please contact LA OASIS – (310) 446-8053**

]]> http://www.kenstern.com/2011/07/los-angeles-oasis-august-12-2011-2/feed/ 0 FINANCIAL FITNESS – Advanced Financial Strategies http://www.kenstern.com/2010/10/financial-fitness-advanced-financial-strategies/ http://www.kenstern.com/2010/10/financial-fitness-advanced-financial-strategies/#comments Mon, 04 Oct 2010 20:40:07 +0000 aquinn http://www.kenstern.com/?p=2247 Corporate Officers, Executives, Directors & Manager,

Please join us for a complimentary Lunch & Learn for your first training session and a drawing for a free iPad!

Abbreviated Curriculum:

  • Target Practice – Must do’s at 35, 45, 55 and beyond.
  • Bulk up – How to potentially survive and thrive volatile, chaotic, economic environments.
  • The 401(k) super set and maintenance program – Optimize your company’s options and benefits.
  • Advance estate planning, asset protection and succession planning.

Everyone attending will automatically be entered to win a free iPad.

Date:  Thursday, October 14th

Time:  11:30 – 1:00 PM

Location:  The Crossings at Carlsbad

Address:  5800 The Crossings Drive, Carlsbad, CA 92008

To register, you may call us at 858-485-0404 or complete the registration form below. 

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*No purchase necessary.  Only one entry per sperson.  Entry requires the name, employer”s name, employer’s address and contact number of th entrant.  Entry requirs attendance to win.


]]> http://www.kenstern.com/2010/10/financial-fitness-advanced-financial-strategies/feed/ 0 2010 Essential End of the Year Planning Tips http://www.kenstern.com/2010/07/2010-essential-end-of-the-year-planning-tips-2/ http://www.kenstern.com/2010/07/2010-essential-end-of-the-year-planning-tips-2/#comments Tue, 27 Jul 2010 21:07:47 +0000 aquinn http://www.kenstern.com/?p=2142 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 Diego CA 92108 on the third floor of Macy’s

When: Monday, December 6th

Time: 1:15 – 2:45 PM

Fee: $3.00

To register for classes:

  • Call: (619) 574-0674

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

]]> http://www.kenstern.com/2010/07/2010-essential-end-of-the-year-planning-tips-2/feed/ 0 2010 Essential End of the Year Planning Tips http://www.kenstern.com/2010/07/2010-essential-end-of-the-year-planning-tips/ http://www.kenstern.com/2010/07/2010-essential-end-of-the-year-planning-tips/#comments Tue, 27 Jul 2010 21:07:27 +0000 aquinn http://www.kenstern.com/?p=2172 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, November 17, 2010

Time: 1:00 – 2:30 PM

Fee: $4.00

To register for classes:

  • Call: (760) 796-6020

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


]]> http://www.kenstern.com/2010/07/2010-essential-end-of-the-year-planning-tips/feed/ 0 Can You Handle the Truth? http://www.kenstern.com/2010/07/can-you-handle-the-truth-2/ http://www.kenstern.com/2010/07/can-you-handle-the-truth-2/#comments Tue, 27 Jul 2010 21:07:01 +0000 aquinn http://www.kenstern.com/?p=2176 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 PM

Fee: $3.00

To register for classes:

  • Call: (619) 574-0674

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

]]> http://www.kenstern.com/2010/07/can-you-handle-the-truth-2/feed/ 0 Alpha Wealth & Wise http://www.kenstern.com/2010/07/alpha-wealth-wise/ http://www.kenstern.com/2010/07/alpha-wealth-wise/#comments Tue, 27 Jul 2010 21:06:38 +0000 aquinn http://www.kenstern.com/?p=2188 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 del Rio North, San Diego CA 92108 on the third floor of Macy’s

When: Monday, November 8th

Time: 1:15 – 2:45 PM

Fee: $3.00

To register for classes:

  • Call: (619) 574-0674

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

]]> http://www.kenstern.com/2010/07/alpha-wealth-wise/feed/ 0 Can You Handle the Truth? http://www.kenstern.com/2010/07/can-you-handle-the-truth/ http://www.kenstern.com/2010/07/can-you-handle-the-truth/#comments Tue, 27 Jul 2010 21:06:03 +0000 aquinn http://www.kenstern.com/?p=2184 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 classes:

  • Call: (760) 796-6020

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


]]> http://www.kenstern.com/2010/07/can-you-handle-the-truth/feed/ 0 2010 Essential End of the Year Planninig Tips http://www.kenstern.com/2010/07/2010-essential-end-of-the-year-planninig-tips/ http://www.kenstern.com/2010/07/2010-essential-end-of-the-year-planninig-tips/#comments Tue, 27 Jul 2010 21:05:27 +0000 aquinn http://www.kenstern.com/?p=2203 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 Cleve has been a past guest host on the Asset Planning Solutions Radio Show and The Alpha Hour Radio program heard in Southern California and Chicago regions.

Where: Oasis San Diego, San Carlos Library, 7265 Jackson Dr., San Diego CA 92119

When: Friday, September 17th

Time: 11:30 – 12:45 PM

Fee: $3.00

To register for classes:

  • Call: (619) 574-0674

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

]]> http://www.kenstern.com/2010/07/2010-essential-end-of-the-year-planninig-tips/feed/ 0 Investing for Growth and Income During Violent Economies http://www.kenstern.com/2010/05/investing-for-growth-and-income-during-violent-economies-2/ http://www.kenstern.com/2010/05/investing-for-growth-and-income-during-violent-economies-2/#comments Wed, 26 May 2010 17:55:27 +0000 aquinn http://www.kenstern.com/?p=2072 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 of six best-selling personal finance books and financial contributor for Channel 6 Morning News.

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

When: Thursday, August 26th

Time: 1:15 – 2:45 PM

Fee: $3.00

To register for classes:

  • Call: (619) 574-0674

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


]]> http://www.kenstern.com/2010/05/investing-for-growth-and-income-during-violent-economies-2/feed/ 0 Alpha Wealth Clinic http://www.kenstern.com/2010/04/alpha-wealth-clinic/ http://www.kenstern.com/2010/04/alpha-wealth-clinic/#comments Mon, 26 Apr 2010 18:14:17 +0000 aquinn http://www.kenstern.com/?p=2029 FEATURING

Ken Stern, Managing Director
Ken Stern & Associates

Discussion Topics Include:

  • What to Do With Your Money Now!
  • What Obama’s Not Saying and How to Potentially Profit
  • In the Next 2 Years: Capitalizing On Chaos
  • 7 Deadly Investment Sins
  • 5 Levels of Asset Protection
  • #1 Legacy Planning Idea
  • Roth IRA: Retire Tax Free
  • Can You Put a Guarantee On Your Investments?

Saturday, May 15th from 10:00 AM – 12:00 PM

San Diego Marriott Del Mar
11966 El Camino, San Diego, CA 92130

Continental Breakfast will be served.  Please arrive at 9:45 for registration.

You may complete the form below to register for the event online or contact us at 858-485-0404.

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  8. (required)
  9. (valid email required)
  10. (required)
 

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