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DTP Northeast Florida, FL (ZOOM)

Date and Time

Wednesday, May 8, 2024, 8:30 AM until 9:30 AM

Location

The Driscoll Group, Inc.
An Independent Registered Investment Adviser
8825 Perimeter Park Blvd, Ste 604
Jacksonville, FL 32216, FL  32216
USA
(904) 620.9993
Videoconference information will be provided in an email once payment is received.

Event Contact(s)

Jennifer Harris: DTP - Chapter Leader
9046209993 (p)
904-505-6389 (c)

Category

Chapter Meetings

Registration Info

Registration is required

About this event


Welcome to DTP: Northeast Florida, FL

PLEASE NOTE: THIS MEETING IS IN ON ZOOM



Welcome to the Divorce Transition Professionals (DTP)


DTP was founded in 2017. Our primary Mission Statement that still holds true today is: 


Making Divorce Just a Little Bit Easier™


We believe that this can be accomplished by bringing together amazing professionals all of whom have expertise in the divorce landscape and all of whom understand what it means to collaborate.


At each chapter meeting we bring you a top-notch speaker or program, providing on-going education, and an opportunity to network and collaborate with some of the best divorce professionals in your community. Our meetings are typically an hour. We respect that you are a busy professional and are sure to provide a compelling, productive meeting, the ultimate results of which will meet our goal of supporting folks as they go through divorce and in growing your business, concurrently.


This event is completely free to all FIRST-TIME attendees. It is an opportunity to learn more about the Divorce Transition Professionals. If you are a professional with divorce expertise, please check us out.


There is nothing like DTP!



This Month's Program








DTP Northeast Florida Chapter Leader



Jennifer Harris

Financial Advisor The Driscoll Group 


Phone: (904) 620-9993

eMail: 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.