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Simi Valley: The Divorce Transition Professionals

When:
Thursday, May 9, 2019, 8:00 AM until 9:30 AM
Where:
Transamerica Financial Services
980 Enchanted Way, Suite 105
Simi Valley, CA  93065
Additional Info:
Event Contact(s):
Cathy Svitek
805-338-1961 (p)
Category:
Chapter Meetings
Registration is recommended
Payment In Full In Advance Only
No Fee
AboutThis Month's Presentation
Kathy Costas, a CDFA® or Certified Divorce Financial Analyst® is this month's speaker.  Kathy has a level of expertise in her work that allows her to be the voice for her client, often a divorcing woman, during challenging and stressful negotiations and court proceedings involving the financial aspects of the settlement.




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

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Kathy Costas, C.D.F.A.®
FMB Wealth Management - Partner
Tel: (805) 446.4494
Website: FMBWealth.com

Kathy Costas has been working in the financial services industry since 1987.  She graduated Magna Cum Laude and Phi Beta Kappa from Miami University with a Bachelor’s Degree in International Studies and a minor in Business.  Kathy started her career in commercial lending at NatWest Bank PLC in New York and later moved to Los Angeles as a Vice President in the Public Finance division.  In 2008 Kathy joined FMB Wealth Management as a Client Relationship Manager.  Kathy later moved on to Merrill Lynch Global Wealth Management but has returned to FMB Wealth Management in 2015 as an advisor specializing in working with men and women going through a divorce.  She is a CDFA® or Certified Divorce Financial Analyst® as well. Kathy’s approach has always been to work as a trusted partner with her clients. Her greatest reward is the knowledge that she has helped them achieve what is important to them.  Kathy is a member of the Conejo Valley Divorce Transition Professionals Group and serves on the board of the nonprofit Whatcanwe.org as well as the Westlake Village Holistic Chamber of Commerce. She is a presenter for the Second Saturday Divorce Workshop serving Ventura and the Conejo Valley. Kathy was appointed by the Institute for Divorce Financial Analysts as the chair of the Southern California chapter of the Divorce Alliance, a group for divorce professionals. She is also active with the Cystic Fibrosis Foundation and is a member of the local chapter of the nonprofit fundraising group Dining For Women.


This Month's Sponsor

TBA


DTP Simi Valley Chapter Leader/Host


Cathy Svitek
Virtuity Financial Partners

Tel: (805) 338-1961
eMail: cathysvitek@Virtuity.com


Cathy Svitek, a Certified Women’s Transitions Coach with Collaborative Solutions 101, helps families in marital transition create long-term financial plans to mitigate conflict moving forward. Through financial education and coaching both on-line and in-person, Collaborative Solutions 101 teaches financial strategies and creates plans for clients, while also coaching young and transitioning professionals entering the financial services industry. Cathy Svitek is also a licensed financial professional on the World Financial Group platform where she is building a team to provide the same compassionate, knowledgeable, in-depth solutions she enjoyed as a client herself. A former educator, Cathy writes and speaks for professionals serving those going through the divorce process, and women facing life transition.


In 2008 Cathy returned to Thousand Oaks, CA where she began raising her three young sons solo following 18 years abroad in Central Europe and South America where she taught English, studied culture and languages, and started a family. In 2015 after years of learning about money and investment as a student and client, Cathy became a licensed professional.




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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