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Agoura Hills: The Divorce Transition Professionals

When:
Tuesday, November 5, 2019, 8:00 AM until 9:30 AM
Where:
Morton Capital Management
www.mortoncapital.com
 27200 Agoura Rd #200, Calabasas, CA 91301
Agoura Hills, CA  91301

(818) 222-4727
Additional Info:
Event Contact(s):
Cindy Georghiou
8182124937 (p)
Category:
Chapter Meetings
Registration is required
Payment In Full In Advance Only
No Fee
No Fee
No Fee
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.

 


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

 


This Month's Speaker



Michael A. Perlmutter, JD, CPA, CVA, ABAR

Mr. Perlmutter is a former Senior Estate Tax Attorney and Revenue Agent with the Internal Revenue Service.  His unique blend of legal, financial and valuation knowledge, expertise, and experience enables him to tackle complex multi-disciplinary issues including appraisal writing and review.  

Mr. Perlmutter is distinctive in holding active licenses as a California J.D., California CPA, Certified Valuation Analysis (CVA) and as Accredited in Business Appraisal Review (ABAR) and specializes in tax law, business and intellectual property valuation and appraisal review consulting.

During his tenure with the Internal Revenue Service, Mr. Perlmutter has reviewed, critiqued and analyzed hundreds of valuation appraisals of all types of assets, ranging from real estate to operating businesses, intellectual property, even an island.  He has also written valuation related training materials and taught valuation topics to newly hired estate tax attorneys. He prepared and presented legal and valuation-related topics on live nationwide training CPEs telecast to IRS attorneys, presented at AICPA and ASA valuation industry seminars and has testified in front of IRS appeals officers.

Mr. Perlmutter assisted the IRS litigation team with producing expert valuation reports, preparing trial briefs relating to legal as well as valuation related issues, in preparing deposition and direct and cross-examination questions for interviewing valuation and legal experts in a significant and high profile tax court trial.  The litigated issues included the valuation of name and likeness rights, the royalty income stream from copyrights (both from music and film sources), a music catalog business, “tax affecting” and discounts.



This Month's Sponsor


Elisa Ellis

Closet confidence is key to every day success. I am a wardrobe stylist and I help women update their look with jewelry, accessories, and apparel so they look good and feel good when they walk out the door.  

I offer outfit coordination, closet edits, personal shopping, style makeovers, a personal VIP jewelry concierge service and more! I help women discover and create the perfect look for themselves wether they are going back to work, have a new job, got promoted, want a new image, or they are starting over. Most women struggle with what to wear on a daily basis, have clothes in their closet that don't fit, are worn, or don't match.  They walk into their closets and think "I have nothing to wear."

I can help you with that! I believe with a few key pieces women can mix and match and have endless combinations. Find out how you can work with what you have and enjoy getting dressed every day.

Go from casual to professional to glam. One on one persosal consults, group style sessions in person or on-line. Near or far I can help you update your look. 



DTP Agoura Hills Chapter Leader

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 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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