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Thousand Oaks-Newbury Park, California - Chapter Meeting

When:
Tuesday, January 19, 2021, 8:15 AM until 9:30 AM
Where:
Additional Info:
Contact(s):
Luba Milgram THOUSAND OA. CHAPTER LEADER
805-719-2216 (p)
Category:
Chapter Meetings
Registration is required
Payment In Full In Advance Only
Zoom
No Fee
No Fee
Welcome to DTP Thousand Oaks
ZOOM Link - https://us02web.zoom.us/j/89104119931
Call In # - (669) 900-6833





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

Our Topic: Financial resilience during the pandemic

Speaker:


 

 

Don Martin, CFP, Family Officer

Horizon Family Office

don@horizonadvisorsla.com

Phone  (805) 719-2747        Mobile Phone (818)470-5144

Address: 2945 Townsgate Road, Suite 200. Westlake Village, CA  91361



With 30 years of experience in the financial services industry, Don Martin is founder and President of Horizon Advisors, a multi-family office established in 2011.  Using his deep industry knowledge and personal values-based approach, Don leads his client families along the path toward a secure and harmonious financial future. With a CERTIFIED FINANCIAL PLANNER™ designation, Don holds himself accountable to a heightened fiduciary standard and to his commitment to coordinate and synchronize all the key disciplines that help solidify a successful financial life for his families.                                                                                                                    

Serving as Family Officer, Don orchestrates a team of professional advisors that apply innovative financial practices and personal leadership design principles as he guides his families to live lives that have meaning and fulfillment. He implements and coordinates the Family Office structure that provides his families cohesive advice and execution in each key financial discipline.                                                                                                                                 

Having worked in the past for big-name banks such as Wells Fargo, Bank of America and Merrill Lynch, Don has assisted clients in a variety of areas of finance. Once Don observed how families were being underserved by the big Wall St. corporations, there was no turning back on his calling to help people who, despite their hard work, were not getting the fulfillment and satisfaction they wanted. What truly inspired Don was the desire to help people to see what was really possible with their resources and to pursue their purpose.

Don resides today in Westlake Village with his wife of 27 years, Susan, a Human Resources administrator and a black belt in Tae Kwon Do. Their son, Kyle, is a sous chef for a local restaurant.                                                                                                                                              

In Don’s free time, he enjoys reading, Spin classes, and volunteering in the community. He is a member of CalCPA, and has served as President for both Rotary Club of Westlake Village Sunrise and Calabasas Toastmasters. He currently serves on the Board of Directors of the Yarrow Family YMCA in Westlake Village.

Our Spotlight Members this month:

Michael Harris - Mortgage Banker
AND
Bob Glatt - Divorce Financial Map Strategist





 



DTP Thousand Oaks Chapter Leader/Host

 

Luba Milgram, EA - Tax Advisor, 

Certified Divorce Financial Analyst,

Certified Tax Coach,

NTPI Fellow

 

Tel: (805) 719-2216

www.starlitetax.com

eMail: luba@starlitetax.com


Luba helps small business owners, and high net worth individuals experience more freedom through structuring or restructuring their finances, by using a methodology that allows to pay less taxes, and invest in their business, life and future. She helps people get money they didn’t know they already had by using innovative tax reduction strategies. She started her career in a big tax preparation company, before ultimately starting her own business. For the last 18 years she has worked with clients in industries such as medical and dental care, IT, consulting, real estate, and more. Luba has always loved helping people, and while looking for the ways to legally reduce her clients tax liability, she has become very interested in the opportunities and loopholes hidden in the tax code.

Luba served as a Treasurer on the school board and local volunteer organization. She has also volunteered for the IRS Tax Assistance Program which aids low income individuals with their tax filings. She is an Enrolled Agent, Certified Tax Coach, Certified Divorce Financial Analyst, National Tax Practice Institute Fellow, and QB ProAdvisor.

 

 



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.