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DTP Berkeley, CA (ZOOM)


Welcome to DTP: Berkeley, CA


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:
 
Russell Doi presents
"Everything You Ever Wanted to Know About Reverse Mortgages
But Were Afraid to Ask"


Russell Doi has been assisting families with their mortgage needs for the last 30 plus years. For the last 11 years he has specialized in reverse mortgages. He has assisted numerous senior homeowners improve their cash flow and liquidity through the use of a reverse mortgage. It has provided a greater peace of mind and a valuable resource to extend the retirement needs of the homeowner.

Russell was born and raised in the Bay Area. He owns a home in El Cerrito, CA and has a wife and son who live with him. He received his BS in Business Management from Cal State East Bay. In his spare time he volunteers assisting seniors with various home projects and up until recently served on the Board of Directors of a local senior center and assisted living home. He has a passion to improve the lives of seniors. His hobbies include, exercising to stay fit, working on his overgrown garden and surf fishing at the local beaches. In business you will find him on many Zoom calls participating in various networking groups and giving talks about reverse mortgages.






September is all about networking. In addition to extended one minutes, we will be doing break out rooms. It is all important that we get to know each other really well, after all, our reputations are on the line each time we make a client or professional introduction. Be prepared to explain what you do but moreover, who you are and why you should be the person to whom we refer.










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, September 6, 2022, 8:15 AM until 9:30 AM
Videoconference information will be provided in an email once registration is complete.
Additional Info:
Event Contact(s):
Jason A Russell - CHAPTER LEADER
510-989-4810 (p)
Category:
Chapter Meetings
Registration is required
Payment In Full In Advance Only
No Fee
No Fee