Welcome to DTP: South Orange County, CA
PLEASE NOTE: THIS MEETING IS IN ON ZOOM
Welcome to the Divorce Transition Professionals (DTP)
DTP was founded in 2017. Our primary Mission Statement that still holds true today is:
Making Divorce Just a Little Bit Easier™
We believe that this can be accomplished by bringing together amazing professionals all of whom have expertise in the divorce landscape and all of whom understand what it means to collaborate.
At each chapter meeting we bring you a top-notch speaker or program, providing on-going education, and an opportunity to network and collaborate with some of the best divorce professionals in your community. Our meetings are typically an hour. We respect that you are a busy professional and are sure to provide a compelling, productive meeting, the ultimate results of which will meet our goal of supporting folks as they go through divorce and in growing your business, concurrently.
This event is completely free to all FIRST-TIME attendees. It is an opportunity to learn more about the Divorce Transition Professionals. If you are a professional with divorce expertise, please check us out.
There is nothing like DTP!
This Month's Program
Eric C. Bell
ELIMINATING CAPITAL GAIN TAX ON THE SALE
OF DIVORCING COUPLES' REAL ESTATE
Tax Mitigation Specialist
Bell Insurance Solutions, Inc.
Eric C. Bell, CEO and President of “Bell Insurance Solutions, Inc” and President of “African Wealth Management Inc” has spent over 39 years in the securities and insurance industry with 18 years specializing in complex real estate transactions. Mr. Bell has held several leadership roles in California; primarily in Wealth Management, that include Area Investment Manager for 1st Interstate Investments, Principal (Southern California) for State Street Global Advisors, Senior Director for BNY Mellon, National Sales Manager and SVP for BNP Paribas, Wealth Management USA, and Managing Director for First Republic Wealth Management Orange County. Mr. Bell is multi-disciplinary and licensed as an Insurance Broker and Wealth Advisor, while holding a Real Estate Brokers License with the state of California.
DTP South Orange County Chapter Leader
Lucinda Lambros, CDFA®
William Ryan Company, LLC
Phone: (949) 899-6525
eMail: lucinda@williamryancompany.com
Lucinda Lambros, a financial advisor and C.D.F.A.®, is passionate about assisting women and their families to be financially organized with a financial plan and educated through effective, on-going communication, annual goal-setting and informative seminars on a variety of topics. Lucinda is responsible for helping the firm's private clients express and meet their financial and retirement goals. Her clients include professionals, divorcees, widows, business owners, pre-retired and retirees. She joined William Ryan Company in 2013 as an Advisor Assistant and quickly endeavored on her path to become a licensed Registered Representative in May 2016. She is a Certified Divorce Financial Analyst® (C.D.F.A.®) assisting women through the financial side of divorce. Lucinda initiated the successful "Handbags for Hearts" project in 2019 to help boost the confidence of women in need.
Prior to joining William Ryan Company, LLC, Lucinda was raised in southern Indiana, received her Bachelor's degree from DePauw University in Greencastle, Indiana and eventually made her way to sunny Southern California. Lucinda has spent 28 years in planning, marketing, advertising and sales. She attributes her sustained success by listening to the client's needs, organization and effective project management. Lucinda's hobbies include golf, baking, yoga and enjoying concerts with her husband and friends. She is an active Eucharistic Minister at St. Edward the Confessor Parish Church among other volunteer positions at The Parish School, Dana Hills High School, Dana Point Woman’s Club and Delta Gamma alumnae. She resides in San Juan Capistrano with her husband, 3 children, her mom and dog.
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.