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NORTH COAST
January 24, 2013
Del Mar Foundation to present free educational seminar ‘Who’s Managing Your Money?’ Join the Del Mar Foundation on Tuesday, Feb. 5, for a free seminar titled “Who’s Managing Your Money?” as part of its Tax and Estate Planning Seminar Series. The seminar will be held at the Del Mar Powerhouse Community Center from 4-6 p.m. and will feature Carolyn Kling, founder of Kling Partners and a Del Mar Foundation board member, as moderator. A panel of local experts with diverse financial backgrounds will cover a variety of timely topics on investing. Topics to be covered include: the costs associated with investing and how they affect you as an investor; the differences between banks, trust departments, brokerage firms, investment firms, money managers, mutual funds, exchange traded funds, and other fund structures; the role of a Fiduciary to your assets and the ‘suitability standard’ to which many companies adhere; the role of Trusts in asset ownership and the correlation of taxes, management, administration fees and investment performance. Panelists include: Herb W. Morgan, CEO & Chief Investment Officer, Efficient Market Advisors, LLC; Carlee Harmonson, Sr VP, Reg Dir, Trust & Estate Services The Private Bank, Union Bank; Paul Spitzer, Founder, Advanced Practice Advisors, LLC; and Carolyn P. Taylor, President, Weatherly Asset Management. The Del Mar Foundation’s Tax and Estate Planning Seminar Series covers different topics on a quarterly basis. Each presentation includes a question and answer period allowing participants to ask questions directly of speakers. Handouts are provided and light refreshments are served. Reservations required. To reserve your seat for Feb. 5, contact the Del Mar Foundation at 858-635-1363 or by email at info@delmarfoundation.org. No personal information will be gathered at the presentations. This is a public service program as part of the Del Mar Foundation’s 30th Anniversary Celebration and is intended to provide residents of Del Mar with the education they need to understand tax changes and to make informed decisions regarding estate planning. As Del Mar’s oldest 501(c)(3) non-profit, the Del Mar Foundation sponsors programs, makes grants, and manages nearly $1,500,000 in total endowment funds to benefit the community.
SHERRY STEWART Graduate, REALTOR® Institute / G.R.I. Accredited Buyer’s Representative / ABR® e-PRO® Internet Professional Coldwell Banker Executive Sales Director and Preview Property Specialist
858.353.1732 Sherry@SherryStewart.com DRE Lic# 00979162
2651 Via de la Valle Del Mar, CA 92014
Del Mar Foundation brings back Family Bingo Night Feb. 8 FOR SALE $869,000
FOR SALE $669,000
Carmel Valley
Carmel Valley
4 Bedrooms and 3 Bathrooms. Remodeled kitchen. Hardwood floors & vaulted ceilings. Huge corner lot!
3 Bedrooms and 2.5 Bathrooms Neat as a pin. Small gated community with pool & spa.
The Del Mar Foundation Children’s Committee is bringing back old-fashioned family fun with “Family Bingo Night” on Friday, Feb. 8, from 6-8 p.m. at the Del Mar Powerhouse Community Center. Create long-lasting family memories while calling out “Bingo” with your kids or grandkids and enjoy collecting the “can’t miss” Bingo prizes. You will be guaranteed to have an evening of family fun. Feel free to bring a take-out dinner and eliminate the stress of trying to feed your family before you leave. This event is free thanks to the generous support of Del Mar Foundation donors. An RSVP is not necessary but adult supervision is required.
Del Mar Foundation elects new board member
FOR SALE $1,299,000
FOR SALE $388,800
Encinitas
Carmel Valley
5 Bedrooms and 4.5 Bathrooms. Over 4200 square feet built in 2010
2 Bedrooms and 2 Bathrooms, plus office. Top floor unit with high ceilings. JUST SOLD!
FOR LEASE $4,800 per month
$1,155,000
Rancho Santa Fe
Carmel Valley
4 BR + 3.5 BA. 1 story. Over 5000 square feet on 1+ Acre. Pool and Spa. Views!!
5 Bedrooms Plus Office + 4.5 Bathrooms Great Canyon and Hillside Views!
BY JAYNE HAINES The Del Mar Foundation recently elected new board member Donna Shaw. Shaw has lived in Del Mar for almost 16 years, after being born and raised in Chicago, and living in Summit, New Jersey for two years. Shaw brings with her an extensive background in life sciences, and has worked in the licensing and technology transfer department at UCSD for the past 10 years. Shaw not only holds a MS and PhD in microbiology/immunology, she earned a paralegal degree and is also a Certified Licensing Professional. Outside of work, Shaw makes beaded jewelry, teaches Pilates and is also a Spinning and R.I.P.P.E.D. instructor. Shaw also has one son, David, who attended La Jolla Country Day School and now, at age 24, lives in Carpentaria, Calif. A love for Del Mar is the primary reason why Shaw has stepped up to the plate as a DMF board member. As she says Donna Shaw with a smile, “The unique small town atmosphere drew me to live in Del Mar. I found it to be a city that was alive with interesting people who were welcoming and outgoing; a city with just the right amount of foot, bicycle and car traffic, filled with residents willing to organize events and beautify Del Mar for the benefit of the entire community. “And, of course,” says Shaw who loves to get lost in mystery novels at the beach, “I love the proximity to the ocean!” Shaw said she feels that the Del Mar Foundation is such a worthwhile organization because it supports a wide variety of programs and areas, which benefit the entire Del, Mar community, from children’s programs, senior programs, cultural arts programs, open spaces and beaches. Plus, the DMF promotes opportunities for residents to submit applications for grants to support new and useful community programs. In addition to her involvement with the DMF, Shaw is an active member of the Del Mar CERT (Community Emergency Response Team), and has completed the requirements for the California Disaster Corps. She has been a member of the Del Mar Foundation Cultural Arts Committee (CAC) as its secretary, and recently became chair of the CAC. As the newest member of the DMF board, Shaw hopes to bring her enthusiasm and love of Del Mar to the ongoing and upcoming programs supported by the DMF. For more information about the Del Mar Foundation, visit www.delmarfoundation.org.