DTP Events - Event View

Welcome to DTP: Houston, TX 

1512 Center St., Ste. 320

Houston, Texas 77007
(Please join us in person or on Zoom)

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


Kimberly Samson

"Using Technology & Social Media To Build A Service Based Business” 

Hi, I'm Kimberly Samson

 

And that's the last time you'll hear me be so formal. My friends call me Kimby. I hope that's what you'll be calling me.

 

I live in Los Angeles with my super encouraging and forgiving husband who believes in all my ideas even when I don't.

 

We have 3 sons who thankfully never got the memo that kids are supposed to be difficult, and 1 Vizsla that must have eaten that memo.

 

I have a snarky blog I write to amuse myself and my friends called Kimby Not Kim. If you are easily offended by strong opinions and language that would make a sailor blush, please don’t check it out.

 

I love to ski. I also have lots of extracurriculars like running, riding horses, and unsuccessfully attempting to grow a seasonal vegetable garden.

 

My resume says I spent my professional career advising people how to build their businesses, invest their money and transfer generational wealth. Money was just the backdrop. I really was advising them on their family relationships, personal and professional goals.

 

Now I take all my financial education, experience building online business, and good old fashion life lessons and use it to help you build your next best chapter and thrive.

 

Whether it's taking your existing business to the next level or finally satisfying your inner entrepreneur and starting something new, I deliver highly actionable steps to help you live this beautiful gift of life to its fullest.

Mandy Haskell, CFP®, CDFA®
Partner, Wealth Partners Alliance
Wealth Advisor, RJFS

Phone: (346) 600-9339
eMail: mhaskell@wealthpartnersalliance.com
www.wealthpartnersalliance.com

Mandy is a Partner with Wealth Partners Alliance, launching the Houston office with Partner and RJFS Wealth Advisor, Brandon Glasscock.  With over 15 years of experience in the financial services industry that spans banking, insurance, and asset management sectors, Mandy joined from Wells Fargo.  Earning a Bachelor of Arts degree in Personal Financial Planning from Texas Tech University, Mandy began her career as a Junior Financial Advisor with Commonwealth in San Antonio.  After Commonwealth, Mandy joined a major insurance company to learn more about Life Insurance, Annuities and Long-Term Care, and quickly earned the role of Team Leader with Invesco.  Her experience led her to be recruited by a small mutual fund company as the Regional Director for all of Texas and Louisiana specializing in energy investments. Mandy is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and also earned the Certified Divorce Financial Analyst (CDFA®) certification.

Mandy’s integrity and tenacity fuel her desire to assist clients in addressing their financial needs. Utilizing a team approach, she is dedicated to providing personalized financial advice for individuals and families. Working with a diverse clientele, Mandy enjoys understanding each client’s unique needs and providing sound investment guidance. Focused financial strategies require planning, discipline, and common sense, which she uses as a foundation in the planning process for her clients.

Away from the office, Mandy stays active and regularly attends boot camps, spin classes, and Pilates. As a foodie, she also relishes in sampling all of the unique cuisine available in Houston and recently began exploring the city’s arts. In her free time, Mandy enjoys spending time with friends and family, as well as traveling to fun, exotic places when possible. Mandy is also a member of the Houston Alzheimer’s Association.

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.