Welcome to DTP: Northeast Florida, FL
We'll be trading introductions this week. Feel free to bring a friend!
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 specialize 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
DTP Northeast Florida Chapter Leader
Jennifer Harris
Financial Advisor
The Driscoll Group
Phone: (904) 620-9993
eMail: jennifer.harris@raymondjames.com
Life can take unexpected turns but a well thought out plan can provide the framework to move forward with confidence in the midst of an everchanging world. Jennifer graduated from the University of North Florida in 1994 with a degree in psychology. This interest in psychology combined with her natural, analytical inclination provides Jennifer with a deep understanding of both the emotional and financial implications of major life events such as retirement, divorce or a family member’s death. Helping people navigate these situations is what inspires her every day here at The Driscoll Group.
Jennifer has her Series 7, 63 and 65 securities licenses and her Florida life, health and variable annuity insurance license. She earned her CFP® designation in 2007. Jennifer shares The Driscoll Group philosophy of putting clients first and utilizing a holistic approach to help clients work toward their financial goals.
When the office is closed, Jennifer is usually spending time with her family. Road trips, kayaking and gardening are some favorite past-times…and she’ll probably be eating since she cannot pass up a new and interesting restaurant!
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
DTP President & Founder
Neil Palache
The Wealth Creator Company For Women
Phone: (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.