Welcome to DTP: South Orange County, 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 specialize 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
Patricia De Fonte is an estate planning attorney in California and a member of Divorce Transition Professionals Berkeley Chapter. She will provide insights on what a person contemplating divorce or in the middle of a divorce can do to protect themselves, their assets, and their loved ones with estate planning.
Myth: You can't get a new estate plan before your divorce is final.
Truth: A divorcing client needs a new estate plan before they file for divorce. Why? Estate Planning prevents a soon-to-be ex-spouse from making health and financial decisions andappoints a trusted person to finalize the divorce in the event of incapacity. It also ensures that the soon-to-be
ex-spouse does not inherit by default.
DTP South Orange County Chapter Leader
Lucinda Lambros, CDFA®
William Ryan Company, LLC
Phone: (949) 899-6525
Lucinda Lambros, a financial advisor and C.D.F.A.®, is passionate about assisting women and their families to be financially organized with a financial plan and educated through effective, on-going communication, annual goal-setting and informative seminars on a variety of topics. Lucinda is responsible for helping the firm's private clients express and meet their financial and retirement goals. Her clients include professionals, divorcees, widows, business owners, pre-retired and retirees. She joined William Ryan Company in 2013 as an Advisor Assistant and quickly endeavored on her path to become a licensed Registered Representative in May 2016. She is a Certified Divorce Financial Analyst® (C.D.F.A.®) assisting women through the financial side of divorce. Lucinda initiated the successful "Handbags for Hearts" project in 2019 to help boost the confidence of women in need.
Prior to joining William Ryan Company, LLC, Lucinda was raised in southern Indiana, received her Bachelor's degree from DePauw University in Greencastle, Indiana and eventually made her way to sunny Southern California. Lucinda has spent 28 years in planning, marketing, advertising and sales. She attributes her sustained success by listening to the client's needs, organization and effective project management. Lucinda's hobbies include golf, baking, yoga and enjoying concerts with her husband and friends. She is an active Eucharistic Minister at St. Edward the Confessor Parish Church among other volunteer positions at The Parish School, Dana Hills High School, Dana Point Woman’s Club and Delta Gamma alumnae. She resides in San Juan Capistrano with her husband, 3 children, her mom and dog.
DTP President & Founder
The Wealth Creator Company For Women
Phone: (818) 606-7327
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.