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

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.

Related posts:

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  3. Del Mar Foundation announces free tax and estate planning seminar series
  4. Del Mar Foundation’s free tax and estate planning seminar series is Oct. 10
  5. Prudential experts to hold free seminar July 18 on avoiding pitfalls when buying a home

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Posted by Staff on Jan 24, 2013. Filed under Community, Events, Life. You can follow any responses to this entry through the RSS 2.0. You can skip to the end and leave a response. Pinging is currently not allowed.

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