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Camarillo: The Divorce Transition Professionals

When:
Wednesday, April 24, 2019, 8:00 AM until 9:30 AM
Where:
The Camarillo Chamber of Commerce
2400 Ventura Blvd
Camarillo, CA  93010
Contact(s):
Dawn Simmons
Category:
Chapter Meetings
Registration is recommended
No Fee
No Fee

AboutThis Month's Presentation

 

Make connections and help grow our chapter!!!

 

Hi Guys! The 4th Wednesday is coming up that means it's time for... The DTP Camarillo Chapter Meeting!

 

To start us off, we will have our sponsor this month, Deborah Hilgerman from Hilgerman Insurance Solutions, share with us some information regarding how she helps her clients with health insurance solutions.  This is always good information to be familiar with.

 

Followed by Robert Triplett from Family Security Law Group sharing with us some great information on Trusts and their importance.  This is something everyone should know about for your own needs.

 

To learn more about our speaker and the chapter leadership, please see bios below. We are looking forward to growing our Chapter with you, so be sure to register today by using the link below and we will see everyone on Wednesday, April 24th at 8 am.


Thank You,
Dawn Simmons



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.

 


CHAPTER LOCATIONS: Please go to our website to find a DTP Chapter near you.



This Month's Speaker

Picture: Robert M. Triplett

Robert M. Triplett
Family Security Law Group, APC
Attorney at Law

Tel: (805) 409-0108
eMail: info@familysecuritylawgroup.com

About Robert M. Tripplett: My primary goal is to provide clients with "Legal" Peace of Mind.

I founded this law firm in 1984, based on the core belief that EVERYONE deserves the PEACE OF MIND that comes from knowing that if they become incapacitated or die, their family is legally protected against:
 -Asset depletion
 -Long and expensive court processes
 -Unnecessary taxes
 -Family disputes

This fundamental belief emanated from an experience I had when I was 13 years old. At that time, my grandparents had just passed away and they, along with my parents, had thought there would be certain money available in the estate to help pay for college for my brother and me. An estate attorney sadly informed my family that this money was instead going to the IRS for taxes. Then the attorney ironically added that these taxes could have been completely avoided if my grandparents had just done some basic estate planning.

So my family had to suffer the consequences from not planning!

I remember wanting to someday be that attorney who could have helped my grandparents and parents have Peace of Mind, rather than despair. Who could have helped make sure college educations were a certainty, rather than a question mark.

Within four years of becoming an attorney, I started my own estate planning firm to set out to be that attorney I envisioned. More than 30 years later, we take great pride in providing families Peace of Mind through proprietary systems we have developed to achieve our clients’ goals of legally controlling their hard earned assets without court intervention or taxation.

If you agree with our core belief that EVERYONE deserves PEACE OF MIND by legally protecting their family, then we should be good working partners and create a long-term relationship of mutual trust and respect.

________________________________________________
Pepperdine University School of Law - 1980.
Member of Law Review and the legal fraternity of Phi Delta Phi.

Robert M. Triplett is a frequent speaker and has given presentations to such organizations as the California Lutheran University Alumni, American Express, Pepperdine University, Santa Barbara County Bankers Association, Ventura County Women's Bankers Association, MENSA, and Parkinson support groups.



This Month's Sponsor

DeborahHilgerman.jpg
Deborah Hilgerman
Hilgerman Insurance Solutions
Health Insurance Broker

Tel:
 (805) 279-5482
eMail: hilgermanInsuranceSolutions@gmail.com

Deborah Hilgerman is the founder of Hilgerman Insurance Solutions, a health insurance agency dedicated to guiding and assisting our Medicare population into making solid and informed choices as it relates to their health insurance. Deborah believes that educating the community on all things Medicare will help to ensure those turning 65 and those already of Medicare age, are informed as to their options for health insurance.

Deborah sincerely cares about the seniors and spends the extra time needed to ensure the best options available for them are communicated . Deborah is licensed in California, Idaho, Arizona and Nevada and certified to sell Medicare Supplement, Medicare Advantage and Prescription Drug Plans, along with Individual and Family plans.


DTP Agoura Hills Chapter Leader/Sponsor


Dawn Simmons
Financial Advisor
Edward Jones

Tel: (805) 702-4157

eMail: dawn.simmons@edwardjones.com

I am passionate about being a financial advisor because it provides me with the opportunity to change lives. Recently I overheard an exchange between a Korean War veteran and his wife while shopping. This man served his country and now, in his retirement, is living on his military pension and Social Security benefits. He believed, like many people, that he would have enough income to support himself and his wife in his golden years. The reality, however, is heartbreaking as the two discussed which to buy for the month, shoes for him, or the household items they needed. My passion is to work with people to make decisions now, so they don't have to make heartbreaking decisions later. 

I work well with people transitioning due to divorce, military members, young families and veterans. I partner with you to identify your goals and assist you in developing wealth strategies that will serve you into your retirement years. 

I've been in the Ventura County area since 1991. I volunteer with my local Animal Services department by fostering difficult to place dogs, working to develop behaviors that enable them to become adoptable loving members of a family. I am on the Board of Directors for the Camarillo Chamber of Commerce. I am also the Chair of the Latinos in Business Committee at the Chamber of Commerce and on the Women In Business Committee.





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.




DTP Non-Profit of Choice

ABOUT CENTER4SPECIALNEEDS

Center4SpecialNeeds is a 501(c)(3) non-profit corporation founded in 2011 that provides resources, education, and programs for families and individuals affected by developmental disabilities in Ventura County, California.  Center4SpecialNeeds' vision is to have families benefit from the information we provide, to help children progress, to help parents restore some balance in their lives and not feel they are in constant crisis mode. We want parents, who are feeling isolated and alone, to feel embraced and supported. We want to provide opportunities for individuals with special needs as they develop into thriving members of our community.


Be Part of the Change!

Center4SpecialNeeds is a non-profit organization and depends on your generous support!

Our monthly goal is for 300 individuals to make a monthly pledge of $20 for one year, which would provide the funding we need to sustain our programs, and expand to reach more individuals and families. For $20 per month, less than the price of one dinner for two at a casual restaurant, you have the opportunity to improve the quality of life for someone with special needs!

  • C4SN has undergone a dramatic expansion in our programs for children, teens, young adults, and families affected by developmental disabilities.
  • We now employ 6 part-time paid staff and numerous volunteers with special needs!
  • Without the safe and compassionate space of our office, many of these young adults would be isolated from the community and spending much of their time at home.

We need your support! You can join Center4SpecialNeeds in making an impact for individuals & their families by making a financial contribution, volunteering, or offering a donation of services or items. Click here to be part of the change and help us reach our goal!

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