Ken Stern & Associates » OASIS Events http://www.kenstern.com Just another WordPress weblog Fri, 13 Aug 2010 21:35:29 +0000 en hourly 1 http://wordpress.org/?v=3.0.1 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 2011 – Everything’s Changing http://www.kenstern.com/2010/07/2135/ http://www.kenstern.com/2010/07/2135/#comments Wed, 21 Jul 2010 16:45:57 +0000 aquinn http://www.kenstern.com/?p=2135 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: 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/2010/07/2135/feed/ 0 2011 – Everything’s Changing http://www.kenstern.com/2010/07/2011-everythings-changing/ http://www.kenstern.com/2010/07/2011-everythings-changing/#comments Wed, 21 Jul 2010 16:00:39 +0000 aquinn http://www.kenstern.com/?p=2125 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 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/2010/07/2011-everythings-changing/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 Thriving in an Uncertain Economy http://www.kenstern.com/2010/05/thriving-in-an-uncertain-economy-3/ http://www.kenstern.com/2010/05/thriving-in-an-uncertain-economy-3/#comments Wed, 26 May 2010 17:42:33 +0000 aquinn http://www.kenstern.com/?p=2076 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:

  • Call: (619) 574-0674

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



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