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DTP South Bay, CA - (ZOOM)

When:
Thursday, March 09, 2023, 2:00 PM until 3:00 PM
Videoconference information will be provided in an email once registration is complete.
Additional Info:
Event Contact(s):
Jean Ruimy - CHAPTER LEADER
3103793175 (p)
4243877893 (c)
Category:
Chapter Meetings
Registration is required
Payment In Full In Advance Only
Zoom
No Fee
No Fee


Welcome to DTP: South Bay, 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



Follow Up Sales Strategies

Presented By:


Wanda Allen
http://followupsalesstrategies.com/

Wanda is an International Speaker, Coach, Corporate Trainer and she’s the author of Follow Up Sales Strategies and Follow Up Savvy.

Prior to founding her company, Wanda had a very successful 25 year corporate career. She started as a secretary when she was 19 and worked her way up the corporate ladder and was promoted to Senior Vice President at the age of 30. She was a business banker and worked with sales teams throughout her corporate career. She spent the majority of her career managing SBA Departments. She managed departments that did $100M+ in annual loan volume. It was through that experience that she developed a very strong skill for creating systems.

After managing SBA Departments for 15 years, she accepted a position as branch manager which put her into sales. One of the first things she did in her new position was she thoroughly studied the sales process and discovered how critical follow up is to every single stage in the process. She decided to take her strong skill of creating systems and applied it to the follow up process. Within 9 months of having the systems in place, she brought in her first $1,000,000 account and has had many successes since then.

After leaving her corporate position, she founded her company Follow Up Sales Strategies. Her career is now devoted to helping sales professionals, entrepreneurs and business owners improve their follow up and relationship management skills. What she teaches is tried, tested and proven.




DTP South Bay Chapter Leader




Jean Ruimy
Financial Advisor | Certified Divorce Financial Analyst

Tel: (310} 379-6850 x3
eMail: jean.m.ruimy@ampf.com

Money issues can be a huge source of stress and conflict in marriage—and even more so in divorce. Individuals and couples increasingly are looking for healthier ways to navigate the process.

As a Certified Divorce Financial Analyst (CDFA®), I help clients and attorneys address the unique financial issues that accompany divorce. I assist clients in thinking through the short- and long-term real cost of divorce and develop a realistic idea of what their financial situation may look like in the next chapter of their lives. I help clients understand personal vs. marital property, how to value and allocate property, the options for dividing retirement plans and pensions, and how to navigate spousal and child support. I also can serve as a financial neutral for couples who are cooperative. I most enjoy educating and empowering clients throughout the divorce process—providing the knowledge and tools to help them make difficult financial decisions with confidence.





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.