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DTP Santa Barbara, CA (ZOOM)

When:
Thursday, November 9, 2023, 12:15 PM until 1:15 PM
Videoconference information will be provided in an email once registration is complete.
Additional Info:
Event Contact(s):
John Duffy: DTP - Chapter Leader
805-886-1901 (p)
805-886-1901 (c)
Category:
Chapter Meetings
Registration is required
Payment In Full In Advance Only
No Fee
No Fee

Welcome to DTP: Santa Barbara, 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


            Eric Miller

How Best to use a Reverse Mortgage in a Divorce Scenario

Actively serving and advocating for the older population in Santa Barbara County. My 36 years in the Financial Services Industry has centered on wealth management

and lending. At Mutual of Omaha, the country's most trusted reverse mortgage lender, my focus is on assisting borrowers, their children and trusted advisors with Mutual

of Omaha's suite of Portfolio Jumbo Reverse Mortgages in addition to the FHA's Home Equity Conversion Mortgage. I enjoy helping clients plan for and maintain a secure

and comfortable retirement using these valuable financial planning tools.

 





DTP Santa Barbara, California Chapter Leader




My name is John Duffy, and I am a financial advisor, planner, and Certified Divorce Financial Analyst® professional. I believe in service as a way of life and I endeavor to help others personally and professionally.

 

I founded Zen Divorce Solutions to help couples amicably identify, evaluate, and equitably divide assets in a fair and respectful manner during divorce.

 

I graduated from the University of San Francisco with a Bachelor of Science in Business Administration and Management and began working in tech in Silicon Valley. I moved to Santa Barbara to start a family and begin my career in finance. I am happily re-married to my wife, Star, and together we added a son and daughter to our blended family. When I am not watching my younger children’s soccer games or gardening, I enjoy scuba, ice hockey, camping and traveling. I am the former board chair of Pacific Pride Foundation, Santa Barbara’s LGBTQ+ organization, and am currently serving on the boards of Casa del Herrero and Hospice of Santa Barbara.




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.