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DTP Berkeley, CA (ZOOM)


About Divorce Transition Professionals (DTP)

 

 


This Month's Program:
"Forensic Document Examination"

Imagine you have a client who believes a document has been altered or forged. The soon to be ex-spouse claims they did not sign the prenuptial agreement or stipulation. Alternatively, they agree they signed the document, yet the terms are different from the document that was signed. Perhaps all that exists is a photocopy or a photograph of the “original” document. How can you decide whether the person is truthful or whether the electronic document is legitimate? In this interactive presentation you will learn the basics of forensic document examination or authentication of documents. You will learn practical techniques to determine whether a document is authentic.

Our distinguished speaker, Michael Wakshull 
is qualified as an expert witness in California Superior Courts and Federal District Court, testifying in cases involving will contests, prenuptial agreements, contract disputes and others. He applies his science education and training to partner with legal clients to dissect evidence presented in handwritten and computer-generated questioned documents. 

He has authored two books on the topic of forensic document examination: Forensic Document Examination for Legal Professionals and The End of the Zodiac Mystery. Mike has presented at conferences such as international forensics conferences, California Lawyers Association, and California District Attorneys Association. He is vice president of Scientific Association of Forensic Examiners and is a member of the National Speaker’s Association.

Mike can be reached at mikew@quality9.com and https://quality9.com. 

Michael Wakshull



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, January 4, 2022, 8:15 AM until 9:30 AM
Where:
Zoom - https://edwardjones.zoom.us/j/2719520089?pwd=MjFLdlI2UDhNQkJmUmRUaVorZkJ5QT09

Additional Info:
Event Contact(s):
Jason A Russell - CHAPTER LEADER
510-844-4772 (p)
Category:
Chapter Meetings
Registration is recommended
Payment In Full In Advance Only
No Fee
No Fee