Free Estate Planning Seminars at Casa Romantica

The courtyard at Casa Romantica Cultural Center above San Clemente pier.

Free---Casa Romantica
Hosts Educational Estate
Planning Seminars

My Orange County PR, Publicity and Web Marketing Consultant husband, Bill Koelzer and I just love the look, feel, ocean view, ambiance, decor, architecture, courtyard, patios, exhibits and grandeur of San Clemente's own Casa Romantica Cultural Center.....

Every time as an Orange County Realtor that I sell San Clemente real estate to a home buyer just moving here, I make sure to show them the Casa Romantica in all its glory.

Below is just one of the many FREE events that shows how wise we, in our community, were to NOT turn the former home of our city's founder, Ole Hanson, into a Mexican restaurant.

We derisively called that suggestion by several restaurateur entrepreneurs the "Taco Romantica" iniative as we were opposing their idea.

Ultimately community acclaim, kicked off by an anonymous million dollar donation, led to the Casa Romantica renovation.

Read about a terrific FREE Event at the Casa Romantica

that goes on over the next eight weeks:

FOR IMMEDIATE RELEASE
August 27, 2008
CONTACT: Karen Ahola
949.498.2139, ext. 11
karena@casaromantica.org


Free---Casa Romantica

Hosts Educational Estate

Planning Seminars

September 16 – November 4
Tuesdays, 10: a.m. – 11:30 a.m.



San Clemente, CA – Beginning on September 16, 2008 at 10:00 a.m., Casa Romantica Cultural Center and Gardens will host a free 8-week workshop series entitled “It’s Your Estate” that will provide 12 hours of objective education about estate planning. The series is designed specifically to educate attendees in the consumer financial arena and help them take charge of their own money and estate.

The workshops will be moderated by private fiduciary Peter C. Kote. Mr. Kote was recently announced a winner of The Financial Planning Association’sâ (FPAâ ) third annual Heart of Financial Planning Distinguished Service Awards.

The awards recognize those individuals who engage in extraordinary work to contribute to the financial planning community and/or to the public through financial planning. Mr. Kote’s “It’s Your Money” and “It’s Your Estate” series educate the public on the importance of financial literacy so they are better prepared to protect their own financial interests from predatory sales techniques.

Topics covered in the “It’s Your Estate” series hosted by Casa Romantica include accounting, finance, legal insurance, taxes, investments and charitable planning.
The series schedule is as follows:

09-16-08 Introduction/Quiz – Peter Kote
09-23-08 Estate Planning Basics - Edward Pernal, Jr.
09-30-08 Advanced Health Care Directive; Conservatorship & Power of Attorney over Assets - John Minnott
10-07-08 Advanced Estate Planning - Brian Mandel
10-14-08 Charitable Income & Tax Planning Issue – Steve Marken10-21-08 IRA; 401k; 403b and 457 plans distributions – Toni DeGasperin
10-28-08 Being a Trustee & Executor – Peter Kote & Ken Petersen
11-04-08 Case Study/Review – Peter Kote

The program is strictly educational. No living trust products or insurance will be sold, no professional advisor will solicit or receive mailing addresses or phone numbers, and no charity will solicit a donation.

When: Tuesdays at 10:00 a.m. to 11:30 a.m.
September 16 – November 4, 2008

Where: 415 Avenida Granada, San Clemente, CA 92672

What: It’s Your Estate. A free 8-week workshop series providing objective education about estate planning

Reservations: 949.498-2139 ext. 10

Casa Romantica Cultural Center and Gardens is a non-profit organization based in San Clemente, CA. Built in 1928 by San Clemente city founder Ole Hanson, Casa Romantica was purchased by the city in 1989 and listed on the Registry of Historic Places in 1991. The Casa is dedicated to preserving California’s rich history and traditions while serving as a cultural and educational resource for the broader community and for visitors to Orange County. Casa Romantica offers programs that feed the soul and inspire young and old alike. The facility is open year-round.

Casa Romantica Cultural Center and Gardens
415 Avenida Granada, San Clemente, CA 92672
Tel 949.498.2139 Fax 949.498.2192 www.casaromantica.org


Karen Ahola
Director of Marketing
415 Avenida Granada
San Clemente, CA 92672
949.498.2139

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FootHill South 241 Toll Road Stays Alive.

The Transportation Corridor Agencies in its quest to build the last 16 miles of the 241 Toll Road.

The TCA this month got approvals and consensus from the Calfornia Dept. of Fish and Game and the U.S. Department of fish and wildlife. The two organizations are effectively saying that the road DOES NOT wipe out any species and mitigates any damage done by replacing wild areas damaged by the road.

This is a major step in okaying the 241's completion through South Orange County real estate.

The U.S. Secretary of Commerce has taken public comments on the issue.

More info is found at http://www.thetollroads.com/ http://taskforce.sierraclub.org/friendsofthefoothills

Twitter Updates

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Twitter Updates

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Owning Real Estate in Aliso Viejo

Aliso Viejo is a beautiful community with rolling hillsides everywhere, lush valleys with trails for hiking and walking, scenery that is wild and much punctuated by streams.

Sports abound, from kite and radio-controlled model airplane flying from atop Kite Hill, to the multi-use Wood Canyons Regional Park and the Aliso Park.

Bike and walking paths make a serpentine trail throughout the city and golfers greatly appreciate the Aliso Viejo Country Club designed by Jack Nichlaus.

Aliso Viejo Real Estate here is moderately priced and surrounded by modern infrastructure, city government, shopping, dining, employers and an exhausting variety of city recreational choices.

The median Aliso Viejo Real Estate home price here is aboiut $520,000 as of March, 2008. The median age is 34, and the median household income in Aliso Viejo is a handsome $89,451.

Population is 45, 040.

Aliso Viejo is Orange County, California's newest city, having incorporated on July 1, 2004. It was carved out of the 22,000-acre Moulton Ranch.

Major firms call Aliso Viejo their headquarters, including QLogic, Quest Software, Marie Callender's, Buy.com and several others. UPS maintains a huge shipping facility along the 73 Tollroad which runs through Aliso Viejo.

Soka University is located in Aliso Viejo. It is a wonderfully progressive, liberal school, founded on the Buddhist principles of peace, human rights and the sanctity of life. The University is open to students of all beliefs. It is committed to diversity in its curriculum. We love the open-minded approaches that the University takes and their annual hosting of a grand social event for Orange County Realtors.

See my Twitter page

Check Out all the Blogs, etc. that Bill and I are in

Above: Slightly enhanced photo of Bill Koelzer and Debbie Ferrari.

Wow, I took inventory of how many south Orange County, California real estate and social networking blogs and sites that my husband, Orange County marketing and internet consultant, Bill Koelzer, were in as of May 20, 2008, and was astonished. Take a look at all these:

Blogs and social networking sites I post in now:

http://www.voicemybiz.com/profile/DebbieFerrari

http://www.voicemybiz.com/profile/BillKoelzer

http://twitter.com/kellyo1

http://twitter.com/deb4re

http://orangecountyrealty.blogspot.com/

http://orangecountyrealtymls.blogspot.com/

http://orangecounty1031.blogspot.com/

http://www.mybloglog.com/buzz/members/ladydiver/

http://www.topix.net/member/profile/billkoelzer

http://wiki.answers.com/Q/User:Deb4re

Yahoo Blog: http://tinyurl.com/6eldpp

http://activerain.com/blogsview/67850/San-Clemente-Real-Estate

http://billkoelzer.ning.com/profile/BillKoelzer

http://www.blogged.com/users/debbief

http://www.ecademy.com/account.php?userid=deborahferrari

http://www.ecademy.com/account.php?id=269160

http://kittyhappy.ning.com/main/search/search?q=debbie+ferrari

http://www.ocface.com/main/search/search?q=debbie+ferrari

http://socialnetworkswebring.ning.com/profile/BillKoelzer

http://blog.debbieferrari.com/

http://www.trulia.com/voices/profile/Real_Estate_Pro-San_Clemente-178811/ (Debbie)

San Clemente's Summer Recreation Program

You just HAVE to take part in one of San Clemente's summer recreation programs. A considerable amount of San Clemente real estate, thousands of acres, is devoted to areas for recreation where no homes can be built.

Hey, we even have a skate park and there is San Clemente real estate set aside here for a huge recreation field at La Pata and Vista Hermosa Streets in Talega.

Go online and check out the San Clemente Summer Recreation web site.

Realtors Finally "Get it" About Web Marketing

REALTORS® invest heavily in technology with more than half of brokers, sales agents, associate brokers, and managers saying they spent more than $1,000 last year, according to a new survey by the NATIONAL ASSOCIATION OF REALTORS®.

The 2007 REALTOR® Technology Survey, conducted by NAR’s Center for REALTOR® Technology, also found that 25 percent of respondents spent more than $2,000 on technology in 2006.

In addition, approximately two-thirds of those surveyed have a real estate business Web site, and a quarter of those surveyed spend more than $1,000 annually to maintain their site. Nearly all of these sites — 93 percent — provide listing search capabilities. Other than their own Web site, the most popular sites for REALTORS® to display their listings include the local MLS, their broker’s Web site, and REALTOR.com.

80% of home buyers used the internet as a source. 81% of internet home buyers also used a real estate agent. 63% of non-internet buyers used a real estate agent. 74% of buyers who searched online drove by or looked at a home they first saw online.

San Clemente's Super Beach Trail

HEY, what about that new San Clemente beach trail that they're working on now. What a great addition to the city and it's beach area. Imagine walking for miles within a few feet of our wonderful beach and ocean! How many places in the world can you do that?

We are so lucky to live in a place like this where people from all over pay big money to come and vacation in San Clemente and South Orange County, California.

For more on San Clemente, visit my page about San Clemente real estate.

And visit my site also for all the realty info about Orange County real estate.