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Ken Stern & Associates:
Passionate About Performance
Ken Stern & Associates (KS&A) is proud to be a direct
money management company, providing investment services
that once were inaccessible to individual investors. We enable
you to bypass the middleman by working directly with the
group that is ultimately responsible for creating an investment
strategy customized to your goals and objectives.
Our Mission: Serving Your Needs
A talented team of financial advisors at Ken Stern &
Associates is passionate about maximizing and protecting
your individual investment needs. We are dedicated to
assisting you with your financial needs with the goals of
increasing your net worth, paying lower and fewer taxes
and protecting your legacy by integrating a multi-disciplined
approach of estate, tax and investment management.
Our Goal: Results
We strive to deliver the expertise and knowledge that will
allow you to create and maintain a well-developed wealth
strategy. With the proper tools in place, we can focus on
our mutual top priority–results.
Ken Stern & Associates is hosting an Estate Planning
workshop with a focus on:
· Potential strategies that may help you
profit during economic chaos
· Ten potential wealth mistakes
investors make
· Create a legacy that you can enjoy today
as well as leave your loved ones
something more than money
November 1, 2008
at
The Windmill in Carlsbad
890 Palomar Ariport Road
Carlsbad, California 92008
The workshop begins promptly at 1:00 pm and registration begins at 12:30.
CALL TODAY TO RESERVE YOUR SPOT!
SEATS ARE FILLING UP FAST!
858-485-0404
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