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DTP Ventura, CA (ZOOM)

When:
Tuesday, June 14, 2022, 8:30 AM until 9:30 AM
Videoconference information will be provided in an email once registration is complete.
Additional Info:
Event Contact(s):
Kimberly S Malesky
8057055067 (p)
(805) 705-5067 (c)
Category:
Chapter Meetings
Registration is required
Payment In Full In Advance Only
No Fee
No Fee
No Fee
Welcome to DTP Ventura


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


Brad Tisdale, MS, CES, CLTC
Brad Tisdale is an independent insurance agent who works with individuals & business owners. Through proper planning & the use of customized insurance solutions, he helps people maintain control of their finances, preserve wealth & protect their families. He started his career as a long-term care insurance specialist & was a Vice President with LTPC Inc., a national marketing & research firm for long-term care. Brad is involved with many aspects of the long-term care industry & educates financial & other advisors on new legislation & trends.


 



DTP Ventura Chapter Leader



Kimberly Malesky founded Ezharmony, LLC in 2021. Having worked in the financial services industry for over 15-years, Kimberly saw a great need to support couples divorcing. Divorce is not for the faint of heart and is touted as one of the greatest traumas individuals go through during their lifetime.

Over the years, clients would seek Kimberly out once receiving their divorce settlement, to invest and manage their funds. It quickly became evident that these new clients would have substantially benefited from having her knowledge, expertise and support before the divorce is finalized. Parties often delay and stall the divorce process for a number of reasons. But what stands out most is the fear of making a mistake, leaving money on the table, giving away too much money and so forth. 

That’s where Ezharmony comes in, supporting you so you may make decisions with confidence, understanding the implications both emotionally and financially. Once an understanding of, “How does this affect me?” is secured, then parties have a much easier time following through with the divorce process.

Outsourcing the financials to an expert allows you to untangle your finances with confidence, enabling you to spend more time with your family, children, friends and writing a new life chapter for yourself.