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
Martha Alexander
As a heart-centered quantum energy healer and former family law attorney, I have navigated the multifaceted journey of divorce from various perspectives. My passion for making divorce easier and my experience as a child of divorce have deeply informed my approach. I am committed to creating trusting, safe spaces where individuals can heal and find joy. My expertise in recognizing and managing emotional triggers is backed by my personal recovery from my parents' divorce and my dedication to continuous learning and magical, compassionate problem-solving."
Title: The Art of Calm: Understanding and De-escalating Client Triggers in Divorce
Three Key Points
1. Recognizing Triggers: Understanding the signs when a client is emotionally triggered, including both verbal and non-verbal cues.
2. De-escalation Techniques:Practical strategies to help clients regain emotional balance, such as mindfulness, active listening, and creating a safe space.
3. The Impact of Triggers: Exploring how emotional triggers affect the divorce process and the importance of addressing them for effective healing and transition.
DTP Berkeley Chapter Leader
Jason Russell
Edward Jones - Financial Advisor
Phone: 510-844-4772
eMail: jason.russell@edwardjones.com
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
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.