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Placer County, California - Chapter Meeting

Date and Time

Tuesday, May 18, 2021, 8:30 AM until 9:30 AM

Event Contact(s)

Sharla Caves, CFP®, ChFC®, CRPC®
916-660-0680 (p)

Category

Chapter Meetings

Registration Info

Registration is recommended

About this event



About Divorce Transition Professionals (DTP)

 

Why 2.0? Well, after 10 years it is time for a change. A change in location, a change in format and a change in the design. So, we're bringing in a top-notch speaker, holding it in a top-notch location, providing all of the networking and business opportunity you could ask for with some of the best professionals in the community that specializes in working with people dealing with divorce. While this particular meeting may not have all of the following, we expect to provide continuing education, networking, study groups, break-out sessions, case consultations and more......

This event is completely free to all FIRST TIME attendees. It is an opportunity to find out what the Divorce Transition Professionals is all about, what it is about to become and how becoming a member will benefit you. So, if you are a professional in the divorce field i.e. Attorney, Accountant, Financial Professionals, CDFA, Mediator, Therapist, Realtor, Mortgage Broker etc.....please attend and check us out. There is nothing like us in the area currently.



This Month's Program
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Mary Cravets, Simply Get Clients

More Clients, Less Marketing: How to Create More Leads and Income by Doing LESS"

Mary Cravets is a Client Generation Expert and International Speaker who helps entrepreneurs significantly grow their businesses without working nights and weekends. Using her methods, the majority of her clients quickly increase their income 50-100%.

Clients include the former CFO of Microsoft North America, thought-leaders in the coaching industry and rising stars in a variety of other professions.

Mary is also an avid roller coaster enthusiast and a kayaking volunteer for a wildlife protection program in Morro Bay, California.




DTP Placer County - Chapter Leader



Sharla Nichols Caves, CRPC®

Financial Advisor at Edward Jones



Before you can begin working toward achieving your financial goals, you must first define what’s important to yourself and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving something for your heirs or something else? I can help you prioritize your needs and define your goals.

I have spent my entire career in the financial services industry, with my earlier years focused in commercial lending. I joined Edward Jones as a financial advisor in 2012. I obtained my Bachelor of Science degree in business from Kaplan University.

I grew up in a small, rural community in the central valley. I have always loved the small-town feel, which is why I love having my office in Loomis.

My husband and I have five children, which includes two wonderful daughters-in-law. Our youngest daughter is the only one left at home. Outside of work, we enjoy camping, traveling and watching our daughter play softball.

I strive to be a community leader by volunteering my time with the Loomis Basin Chamber of Commerce and Soroptimist International of Loomis Basin. I have held positions on the boards of both organizations. You will typically find me participating in the local community events.

It's more than just money. You invest because you want to provide for yourself and your family. When you work with Edward Jones, you are partnering with a financial advisor who strives to understand what's important to you, uses an established process to build personalized strategies to help meet your financial goals and partners with you over time to help you stay on track. To learn more about how I can help you make sense of investing, please contact our office. 




 

 



 


DTP President & Founder


Neil Palache
The Wealth Creator Company For Women

Tel: (818) 606-7327
eMail: neil@thewealthcreatorcompany.com

Neil Palache is dedicated to empowering women as is shown by his involvement in many community and business organizations such as the National Association of Women Business Owners Ventura County, Women’s Economic Ventures and the International Women’s Festivals Santa Barbara. He has also started several groups such as the Money Mastermind for Women™ and the Divorce Transition Professionals™. Neil has been married to Stacie since 1987, has three beautiful children and lives and works in Westlake Village, California.

 






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