Men’s Club March Article & Scholarship Information

Men’s Club hit the ground running this February with two breakfast meetings that were as
informative as they were well-attended. We kicked things off with Thomas Snow, a Certified
Financial Planner, who pro-
vided a masterclass in retirement strategy. From navigating long-term goals to the immediate tax
advantages, Thomas left us with a vital checklist of questions every member should be asking their
financial advisor.
Our second meeting shifted
focus toward the water with Sophia Peters, Development and Donor Relations Coordinator for the Ocean Institute. As the Dana Point
Harbor redevelopment progresses, Sophia shared an inspiring look at the Institute’s future plans,
ensuring it remains a crown jewel of our harbor and coastline.
Looking Ahead to March—Our stellar lineup for March starts with breakfast on Tuesday, March 3,
with the always-engaging Donna Kalez from Dana Wharf Sportfishing. Whether you’re an avid
angler or just love harbor lore, Donna is a local Donna Kalez favorite you won’t want to miss.

Then, grab your green attire for our St. Patrick’s Day Breakfast, March 17. We’ll be joined by
Caro-line Swift of Cruise Planners. If you’ve been dreaming of your next big getaway, Caroline will
be there to pro-vide the spark and the expertise to get you moving.

A Special April Event—Mark your calendars for April 7, as we are trading our morning coffee for a
Private Lunch and Wine Tasting at The Wine Experience. From 12 to 2:00 p.m. members and guests can enjoy a family-style lunch complete with
appetizers, des-sert, and premium tastings. Tickets are $50 per person, available for purchase at
our upcoming meetings. You can also reserve your spot by contacting Club VP John
E. Chis at johnechis@outlook.com. Guests and “special someones” are more than welcome—come join us
for an afternoon of fine wine and great company!
—Geoff Dunlevie

Announcing…
MEN’S CLUB ANNUAL SCHOLARSHIP
FOR GRADUATING HIGH SCHOOL SENIORS
Niguel Shores Men’s Club will award one $1,000 scholarship to a graduating high school senior who
resides in Niguel Shores.
Applicants can attend any local high school.
Applicants must have plans to attend
a university, junior college, or trade school.
To receive an application, email Geoff Dunlevie, Men’s Club President: gdunlevie@gmail.com
Completed applications are due by April 30.