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DTP South Bay, CA - (TEAMS)

Date and Time

Thursday, February 13, 2025, 4:00 PM until 5:00 PM
Videoconference information will be provided in an email once payment is received.

Event Contact(s)

Jean Ruimy: DTP - Chapter Leader
3103793175 (p)
4243877893 (c)

Category

Chapter Meetings

Registration Info

Registration is required

About this event



Welcome to DTP: South Bay, CA
PLEASE NOTE: THIS MEETING IS VIA TEAMS



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


Amy Valdivia

Navigating Divorcing Homeowner Pitfalls with Divorce Mortgage Planning.

Certified Divorce Lending Professional Amy Valdivia will define Divorce Mortgage Planning and highlight common traps and risks faced by family law attorneys and mediators who are negotiating buyout settlements involving real property


The first 2 questions in a divorce are often, "who gets the kids and who gets the house?" I assist with all things home mortgage related to empower divorcing couples the information to secure their children in a home that best suits their financial needs. I am Amy Valdivia, the Certified Divorce Lending Professional (CDLP® ) who creates peace of mind through options and solutions required by the unique circumstances of the divorcing homeowner. There are fewer than 1,000, nationwide, with my designation and I am proud to be part of the solution in divorce mortgage planning. Divorce law and mortgage guidelines may differ and it is my background knowledge of mortgage guidelines that allows me to move clients from chaos to calm while structuring equity buy-outs, new home purchases, and more. The result? Divorcing homeowners are educated to make more informed decisions while avoiding the multiple mistakes made during the divorce process. Working with the divorcing couple, their attorneys and all members of the divorce team results in a successful divorce and offers hope and excitement to move forward in the next chapter of their lives. 

 

As the Director of Professional Membership at the Divorce Lending Association, I am proud to connect with the professionals that are part of the divorce team. My mission is to offer greater support and connection opportunities through membership at the Divorce Lending Association.

 

My calling is to serve. I serve my community as the Chair of the San Antonio Regional Hospital Foundation. I'm also an active member of Rotary International and the Upland Chamber of Commerce. I'm a proud mom of 2 and wife for the last 24 years. I enjoy camping and spending time with friends and family and I love peanut butter!

 



DTP South Bay Chapter Leader



Jean Ruimy
Financial Advisor | Certified Divorce Financial Analyst

Tel: (310} 379-6850 x3
eMail: jean.m.ruimy@ampf.com

Money issues can be a huge source of stress and conflict in marriage—and even more so in divorce. Individuals and couples increasingly are looking for healthier ways to navigate the process.

As a Certified Divorce Financial Analyst (CDFA®), I help clients and attorneys address the unique financial issues that accompany divorce. I assist clients in thinking through the short- and long-term real cost of divorce and develop a realistic idea of what their financial situation may look like in the next chapter of their lives. I help clients understand personal vs. marital property, how to value and allocate property, the options for dividing retirement plans and pensions, and how to navigate spousal and child support. I also can serve as a financial neutral for couples who are cooperative. I most enjoy educating and empowering clients throughout the divorce process—providing the knowledge and tools to help them make difficult financial decisions with confidence.





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.