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Agoura Hills: The Divorce Transition Professionals

When:
Tuesday, October 01, 2019
Where:
Morton Capital Management
www.mortoncapital.com
27200 Agoura Rd #200,
Agoura Hills, CA  91301

(818) 222-4727
Contact(s):
Cindy Georghiou
8182124937 (p)
Category:
Chapter Meetings
Registration is recommended
The driveway to the building can only be accessed from the south side of Agoura Road. When driving from Liberty Canyon you are on the correct side. When driving from Lost Hills Road, you will need to pass the building an make a U-turn.
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Agoura Hills: The Divorce Transition Professionals
Welcome to DTP Agoura Hills

 


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 Speaker

To be announced



DTP Agoura Hills Chapter Leader/Sponsor

Cindy Georghiou
Financial Advisor
Merrill Lynch

Tel: (805) 381-2640

eMail: cindy.georghiou@ml.com

Cindy Georghiou focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. She provides access to the investment insights of Merrill Lynch and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. She is driven by her passion for delivering excellent service and helping clients pursue their goals.

DTP Agoura Hills Chapter Host

Kevin G. Rex

Wealth Advisor, Partner, CFP®

Kevin Rex is a wealth advisor and a partner at Morton Capital, joining the firm in 2015. He plays an integral role on Morton’s advisory, investment, and financial planning teams, with a specialization in the life insurance space. Kevin graduated from Cornell University in 2006, and is a CERTIFIED FINANCIAL PLANNER™ professional. He holds his series 65 license and is in the process of achieving the Chartered Life Underwriter (CLU®) designation. Kevin resides in Oak Park with his wife, Nicole, and their three children and enjoys swimming, basketball, and golf.

 




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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