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HomeDTP EventsDTP Thousand Oaks, CA (ZOOM)

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DTP Thousand Oaks, CA (ZOOM)

When:
Tuesday, November 16, 2021, 8:15 AM until 9:30 AM
Where:

Additional Info:
Event Contact(s):
Luba Milgram THOUSAND OA. CHAPTER LEADER
805-719-2216 (p)
Category:
Chapter Meetings
Registration is recommended
Payment In Full In Advance Only
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
Main Speaker
Rebecca Goldfarb
Quality Estate Planning & Elder Law
800-489-1984
www.GoldfarbLuu.com
Rebecca@goldfarbluu.com

At twelve, Rebecca knew she wanted to be a lawyer to make a difference in people’s lives. Rebecca and her law partner, Dinh Luu, carefully chose estate planning and elder law because it’s one of the few areas of law where we can develop life-long relationships with our clients and their families and impact their lives in profound ways.
Many law firms create wills, trusts, advance directives, powers of attorney but few are women owned and do it with the expertise of elder law. We not only create the plans but we administer them all the time. This gives us the superpower of 20/20 hindsight with every client. Our goal is to provide the education each clients needs to form a reality-based plan that will work when needed. Every plan should honor your wishes, avoid court and maintain family harmony. With our life-long program, we can successfully do this with the collaboration of our clients and their advisors. 
We treat each client like family with compassion, education, guidance and support. Unlike many others in our industry, we are comprehensive, detailed and outside-of-the-box problem solvers.
Estate Planning becomes Elder Law when we start needing help from others. Elder law includes updating estate planning documents, establishing conservatorships, planning for Medi-Cal and VA Aid & Attendance benefits, preventing elder abuse and providing counsel to families throughout the journey of aging. We also handle trust administration and probate once someone has passed away.
Clients often procrastinate coming to us because they don’t know where to start or are afraid to talk about incapacity and death. We make the process tolerable, if not enjoyable. In the end, our clients feel the peace of mind they’ve craved.
On a personal note, she is the mom to a terrific little girl and is a nature and animal lover. They enjoy time with their horses and cat.

 

 

DTP Thousand Oaks Chapter Leader


 

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 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.