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Thousand Oaks: The Divorce Transition Professionals

When:
Tuesday, December 17, 2019, 8:00 AM until 9:30 AM
Where:
Starlite Tax Solutions
223 E. Thousand Oaks Blvd.
THOUSAND OAKS, CA  91360

8057192216
Additional Info:
Event Contact(s):
Luba Milgram
805-719-2216 (p)
Category:
Chapter Meetings
Registration is required
Payment In Full In Advance Only
No Fee
Welcome to DTP Thousand Oaks




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

Image result for mi kim attorney westlake village

Mi Kim, Esq
A Professional Law Corporation
2625 Towsgate Rd, Suite 330
Westlake Village, CA 91361
(805) 267-9113       mikimlaw.com

The topic of her talk will be:

 

  “Private Enforcement of Family Law Support Judgements.” 

 

She will be discussing the unique features of family law judgements and the various available legal processes and tools for discovering hidden assets and collecting on child and spousal support orders and judgments.”



As an attorney and adviser, Mi brings exceptional litigation, trial, appellate, executive oversight,
and policy development experience. Prior to opening her private practice, Mi was the agency
executive appointed to fight endemic fraud across a complex medical delivery system regulated
by state government, she established and oversaw the activities to curb fraud and protect workers
and their employers. This work resulted in billions of dollars of cost savings to employers. Mi
has successfully represented clients in significant and high-profile litigation and appellate matters
impacting millions of employers and workers in federal and state courts and argued before the
California Supreme Court. In addition to litigation, she performed high-level policy work -
successfully proposing “fixes” on significant measures impacting employers and workers,
resolving complex and sensitive policy and enforcement matters with favorable outcomes, and
implementing workplace laws.
Prior to her public service career, Mi worked on sophisticated civil and criminal litigation, trial,
and appellate matters at nationally prominent law firms. Her trial experience includes one of the
longest federal jury trials in California on charges of tax evasion, bankruptcy fraud, and related
money laundering.
As an eight-year-old, she immigrated to the United States and spent most of her childhood living
on military bases, at times in rural and underserved areas. Aware of her privilege, Mi has dedicated
her professional life to make direct, positive, and lasting impact through well-informed, evidencebased,
and innovative policy and law.
She lives in Thousand Oaks, California, with her precocious and joyful ten-year-old daughter, a
boxer dog, and three tabby cats.



This Month's Sponsor

Don Martin, CFP

Don Martin

Westlake Village, CA
Email Address

 
  (805) 719-2747   
Horizon Family Office
Address: 2945 Townsgate Road, Suite 200

Westlake Village, CA  
91361

With 30 years of experience in the financial services industry, Don Martin is founder and President of Horizon Advisors, a multi-family office established in 2011.  Using his deep industry knowledge and personal values-based approach, Don leads his client families along the path toward a secure and harmonious financial future. With a CERTIFIED FINANCIAL PLANNER™ designation, Don holds himself accountable to a heightened fiduciary standard and to his commitment to coordinate and synchronize all the key disciplines that help solidify a successful financial life for his families.                                                                                                                    

Serving as Family Officer, Don orchestrates a team of professional advisors that apply innovative financial practices and personal leadership design principles as he guides his families to live lives that have meaning and fulfillment. He implements and coordinates the Family Office structure that provides his families cohesive advice and execution in each key financial discipline.                                                                                                                                 

Having worked in the past for big-name banks such as Wells Fargo, Bank of America and Merrill Lynch, Don has assisted clients in a variety of areas of finance. Once Don observed how families were being underserved by the big Wall St. corporations, there was no turning back on his calling to help people who, despite their hard work, were not getting the fulfillment and satisfaction they wanted. What truly inspired Don was the desire to help people to see what was really possible with their resources and to pursue their purpose.

Don resides today in Westlake Village with his wife of 27 years, Susan, a Human Resources administrator and a black belt in Tae Kwon Do. Their son, Kyle, is a sous chef for a local restaurant.                                                                                                                                              

In Don’s free time, he enjoys reading, Spin classes, and volunteering in the community. He is a member of CalCPA, and has served as President for both Rotary Club of Westlake Village Sunrise and Calabasas Toastmasters. He currently serves on the Board of Directors of the Yarrow Family YMCA in Westlake Village.





DTP Thousand Oaks Chapter Leader/Host

 

Luba Milgram, EA - Tax Advisor, 

Certified Divorce Financial Analyst,

Certified Tax Coach,

NTPI Fellow

 

Tel: (805) 719-2216

www.starlitetax.com

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

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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