help_outline Skip to main content
HomeDTP EventsBerkeley, California - Chapter Meeting

DTP Events - Event View

This is the "Event Detail" view, showing all available information for this event. If the event has passed, click the "Event Report" button to read a report and view photos that were uploaded.

Berkeley, California - Chapter Meeting



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


Robert Grossman is the Founder and CEO of Black Diamond Leadership, a national management training and executive coaching agency that works with individuals, organizations, and teams to drive peak performance and profitability. 

A 360 Solutions certified high-performance leadership and teamwork consultant and one of 18 Fearless Organization certified Psychological Safety coaches in the U.S., Robert has coached and trained more 500 exceptional leaders across the country and internationally. 

Presentation: "Emotional Intelligence"
Masters are the victors of life, those who step up to the challenges and opportunities of life with the courage, determination and wisdom to win private and public victories. 
Mastery does not happen by accident. It is a process that occurs as we interact effectively with the events (Key Moments) and circumstances of our lives. Each moment of our lives provides an opportunity to practice mastery by expanding our visions, awakening the faculties of our minds and our hearts, and assuming full responsibility for living, growing and contributing.

During this presentation, you will learn about emotional intelligence and how to manage and grow from our Key Moments.



DTP Berkeley Chapter Leader



Jason Russell
Financial Advisor

I have 30 years of a diverse professional life in international markets. As a 'serial entrepreneur' I built successful small businesses which included bars and restaurants in Prague, an export and distribution business in India; a franchise of English language schools for children in Italy; and finally a real estate investment company in Florida.
Each chapter of my professional life presented its own challenges and opportunities and contributed in profound ways to my ability to assess situations, listen with great care, identify pain points and provide real, tailored solutions. As an Edward Jones financial advisor, I have found my calling.

PHILOSOPHY
I take the time to get a clear understanding of what's important to my clients, then use an established process to build personalized strategies to help achieve their goals. Finally, I partner with them throughout their lives to help keep them on track. Many of my clients seek to achieve their financial goals through investments which are in alignment with their ethics. To that ends, I work deeply with my clients to build portfolios suitable to their financial goals while incorporating ESG investing principles (Environmental, Social, and corporate Governance).

MY CLIENTELE
While I welcome the opportunity to meet with anyone who has questions and/or concerns about their financial life, and to seek mutual agreement if we are a 'good match' of client and advisor, I also focus on two major demographics:
--Early to Mid-Career Professionals seeking to design a 'work optional' lifestyle who may have irregular streams of income (small business owners, real estate agents/real estate investors, sales representatives, etc.)
--Late career households which are approaching or already living in retirement with concerns about maximizing their investments to live a full life in a tax efficient way, not outlive their money and leave a legacy for their loved ones and/or charitable causes important to them.


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.


When:
Tuesday, June 01, 2021, 8:15 AM until 9:30 AM
Where:
CA  
Additional Info:
Event Contact(s):
Jason A Russell - CHAPTER LEADER
510-989-4810 (p)
Category:
Chapter Meetings
Registration is recommended
Payment In Full In Advance Only
This is a virtual meeting, please use the zoom link above to attend.
No Fee
No Fee
No Fee
No Fee