OASIS Events
Los Angeles OASIS – August 12, 2011
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**
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 [...]
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 [...]
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: [...]
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, [...]
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 [...]
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 [...]
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 [...]
Thriving in an Uncertain Economy
We believe wealth accumulation and preservation is much easier to accomplish by understanding and following a few simple rules. You will learn how to potentially maximize your investment strategies using Ken Stern & Associates’ Alpha System. Imagine implementing a model that is designed to both increase assets and reduce volatility. Imagine being confident that you [...]
Advanced Estate Planning Strategies
Most of us, at some point, overpay taxes, lose control, and do not maximize our plans. With so many potential changes to tax and estate planning over the next few years, it is essential to create a system and learn strategies to protect assets from creditors, unwanted beneficiaries and life events. Learn how to keep [...]