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The courtyard at Casa Romantica Cultural Center above San Clemente pier.Free---Casa Romantica
Hosts Educational Estate
Planning Seminars
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
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.
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:
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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