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DTP Berkeley, CA (ZOOM)


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: 
"How to Hold onto to More of Your Money" 
with Allen Lissauer

Allen Lissauer
Allen Lissauer is the President of Financial Sanity Now, which he founded in 2006. Allen knows firsthand both the corporate world and entrepreneurial ventures with experience as a financial negotiator. A New York native, Allen is a pedigree from Wall Street, and has been a consultant at IBM, with a client portfolio such as American Express, Bear Stearns and US Steel to name but a few. He is also the founder of Alana Distribution and Electro Games Corporation and the producer of the successful SCIFi Channel TV show “Electro Games Review”. Allen holds a B.A. from Hofstra University, NY and an M.B.A. from New York University.











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, November 2, 2021, 8:15 AM until 9:30 AM
Additional Info:
Event Contact(s):
Jason A Russell
510-844-4772 (p)
Category:
Chapter Meetings
Registration is recommended
Payment In Full In Advance Only
No Fee
No Fee