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DTP Northeast Florida, FL (ZOOM)

When:
Wednesday, July 12, 2023, 8:30 AM until 9:30 AM
Videoconference information will be provided in an email once registration is complete.
Additional Info:
Event Contact(s):
Jennifer Harris - CHAPTER LEADER
9046209993 (p)
904-505-6389 (c)
Category:
Chapter Meetings
Registration is required
Payment In Full In Advance Only
No Fee
No Fee
No Fee

 



Welcome to DTP: Northeast Florida, FL



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



     Julie Rountree

As a family law attorney, I have represented clients in countless divorces and helped clients navigate these challenges for over 15 years. Although I was their legal advocate, I never truly felt capable of managing clients’ issues when it came to emotional part of divorce. I found myself struggling as an attorney working with confused, intimidated, and anxious clients who were so overwhelmed with court hearings, opposing counsel’s demands, and organizing financial documents – in addition to feeling the trauma of divorce. My clients felt helpless, and my career became stressful and demanding. I started to lose focus of my own reasons for practicing family law. 


After several years of needing a change, I made it a priority help clients sort through the emotional part of divorce, become more involved in their cases, and thrive in the post-divorce transition once the lawyers and judges were out of the picture. I knew I had to reinvent the divorce experience by providing support to my clients, as well as guidance, focus, and tools for a peaceful transformation. I became certified as a Divorce Coach and Divorce Transition & Recovery Coach, and today, my practice is devoted to helping men and women who are simply overwhelmed by the divorce process and ready to gain clarity, confidence, and the ability to move forward with grace. 










DTP Northeast Florida Chapter Leader



Jennifer Harris

Financial Advisor The Driscoll Group 


Phone: (
904) 620-9993
eM
ail: jennifer.harris@raymondjames.com

Life can take unexpected turns but a well thought out plan can provide the framework to move forward with confidence in the midst of an everchanging world. Jennifer graduated from the University of North Florida in 1994 with a degree in psychology. This interest in psychology combined with her natural, analytical inclination provides Jennifer with a deep understanding of both the emotional and financial implications of major life events such as retirement, divorce or a family member’s death. Helping people navigate these situations is what inspires her every day here at The Driscoll Group.

Jennifer has her Series 7, 63 and 65 securities licenses and her Florida life, health and variable annuity insurance license. She earned her CFP® designation in 2007. Jennifer shares The Driscoll Group philosophy of putting clients first and utilizing a holistic approach to help clients work toward their financial goals.

When the office is closed, Jennifer is usually spending time with her family. Road trips, kayaking and gardening are some favorite past-times…and she’ll probably be eating since she cannot pass up a new and interesting restaurant!

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.




DTP President & Founder




Neil Palache
The Wealth Creator Company For Women

Phone: (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.