Ken Stern & Associates » OASIS Events

Los Angeles OASIS – August 12, 2011

aquinn — Wed, 20 Jul 2011 19:11:51 +0000

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

aquinn — Tue, 27 Jul 2010 21:07:47 +0000

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:

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

Call: (619) 574-0674

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

2010 Essential End of the Year Planning Tips

aquinn — Tue, 27 Jul 2010 21:07:27 +0000

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:

Online: go to http://www.oasisnet.org/Cities/EscondidoCA.aspx

Call: (760) 796-6020

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

Can You Handle the Truth?

aquinn — Tue, 27 Jul 2010 21:07:01 +0000

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:

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

Call: (619) 574-0674

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

Alpha Wealth & Wise

aquinn — Tue, 27 Jul 2010 21:06:38 +0000

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:

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

Call: (619) 574-0674

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

Can You Handle the Truth?

aquinn — Tue, 27 Jul 2010 21:06:03 +0000

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:

Online: go to http://www.oasisnet.org/Cities/EscondidoCA.aspx

Call: (760) 796-6020

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

2010 Essential End of the Year Planninig Tips

aquinn — Tue, 27 Jul 2010 21:05:27 +0000

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:

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

Call: (619) 574-0674

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

Investing for Growth and Income During Violent Economies

aquinn — Wed, 26 May 2010 17:55:27 +0000

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:

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

Call: (619) 574-0674

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

Thriving in an Uncertain Economy

aquinn — Wed, 26 May 2010 17:42:33 +0000

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 truly possess the proper documents necessary to protect you and your family. Through this hands-on, interactive course, these subjects and more will be explored and discussed.

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, June 24th

Time: 1:15 – 2:45 PM

Fee: $3.00

For more information or to register for classes:

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

Call: (619) 574-0674

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

Advanced Estate Planning Strategies

aquinn — Wed, 26 May 2010 17:41:49 +0000

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 your documents current, strategies you’ll want to implement to potentially reduce taxes, as well as properly planning for your extended life span. Learn strategies to possibly avoid the death and inheritance taxes and gifting techniques that are available. How you should make charitable gifts. What the differences are between Family Plans, Charitable Strategies and much more.

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: Tuesday, May 25th

Time: 1:15 – 2:45 PM

Fee: $3.00

For information to register for classes:

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

Call: (619) 574-0674

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

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