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DTP Thousand Oaks, CA (ZOOM)

When:
Tuesday, December 21, 2021, 8:15 AM until 9:30 AM
Where:

Additional Info:
Event Contact(s):
Luba Milgram
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

Financial Panel: "Wealth Preservation Techniques for Professionals"

PANELISTS


Bob Glatt, Glatt and Associates, LLC
6843 Sperryville Lane
Moorpark, CA 93021

bob@glattllc.com

Tel 805-320-3626

As an experienced financial professional, with his own practice for over thirty years, Bob believes strongly in education, financial literacy, and self-advocacy.







Rita Boccuzzi
Flourish

812 W BURBANK BLVD
Burbank, CA 91504

rita@mammaritamoney.com

Tel 8182765375


Rita Boccuzzi is a financial intelligence expert.  Rita is a co-author of “Wine, Women, & Wealth – Inspirational stories of women who got their financial act together” & “50 Empowering Wealth & Financial Mind-$hifts.” 

Rita Boccuzzi




Luba Milgram, Tax Adviser
Starlite Tax Solutions

223 E. Thousand Oaks Blvd.
THOUSAND OAKS, CA 91360

luba@starlitetax.com

805-719-2216

Luba Milgram specializes in tax planning for small business owners that provide a high return on investment. As a Certified Tax Planner, she offers concierge tax and accounting services to assist clients with anything from income shifting strategies to managing a family business.

Luba Milgram




 

 

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.