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DTP Thousand Oaks, CA (ZOOM)


Welcome to DTP: Thousand Oaks, CA

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


We will discuss a case study that illustrates how our combined expertise can provide comprehensive support to clients in need.

  • Each member will have 10-15 minutes to speak, depending on the number of attendees.
  • Let’s focus on how your services specifically assist clients going through a divorce.
  • Share any unique approaches, success stories, or challenges you’ve encountered.

Case Study: The Smith Divorce

Background:

John and Jane Smith are going through a divorce after 20 years of marriage. They have two teenage children, a family home, various assets, and debts. Both are professionals with busy careers, and the emotional and financial stress of the divorce is taking a toll on them and their children.

Objective:

This case study will illustrate how each member’s expertise contributes to a comprehensive support system for clients going through a divorce. By working together, we can provide holistic and effective assistance, ensuring our clients emerge from the divorce process with clarity and confidence.

Discussion Points examples have been e-mailed to members.








DTP Thousand Oaks Chapter Leader


Luba Milgram

Starlite Tax Solutions

 

Phone: (805) 719-2216

eMail: luba@starlitetax.com


Luba helps small business owners, and high net worth individuals experience more freedom through structuring or restructuring their finances, by using a methodology that allows to pay less taxes, and invest in their business, life and future. She helps people get money they didn’t know they already had by using innovative tax reduction strategies. She started her career in a big tax preparation company, before ultimately starting her own business. For the last 18 years she has worked with clients in industries such as medical and dental care, IT, consulting, real estate, and more. Luba has always loved helping people, and while looking for the ways to legally reduce her clients tax liability, she has become very interested in the opportunities and loopholes hidden in the tax code.


Luba served as a Treasurer on the school board and local volunteer organization. She has also volunteered for the IRS Tax Assistance Program which aids low income individuals with their tax filings. She is an Enrolled Agent, Certified Tax Coach, Certified Divorce Financial Analyst, National Tax Practice Institute Fellow, and QB ProAdvisor.



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.


When:
Tuesday, July 16, 2024, 8:15 AM until 9:30 AM
Videoconference information will be provided in an email once registration is complete.
Additional Info:
Event Contact(s):
Luba Milgram: DTP - Chapter Leader
805-719-2216 (p)
Category:
Chapter Meetings
Registration is required
Payment In Full In Advance Only
No Fee
No Fee