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Camarillo: The Divorce Transition Professionals

When:
Wednesday, October 23, 2019, 8:00 AM until 9:30 AM
Where:
The Camarillo Chamber of Commerce
2400 Ventura Blvd
Camarillo, CA  93010
Additional Info:
Event Contact(s):
Neil Palache
(818) 606-7327 (p)
(818) 606-7327 (c)
 
Dawn Simmons
Category:
Chapter Meetings
Registration is required
Payment In Full In Advance Only
No Fee
No Fee
No Fee

Welcome to DTP Camarillo
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

The IRA-QDRO. How this works in a divorce?
Bob Carey

Bob Carey

CPA / Financial Advisor

 (805) 644-0697

 (805) 644-0699

 bob.carey@taxwealthplan.com

 

Robert W. Carey, (Bob) has been involved in the financial, insurance, real estate and investment industries since 1985 when he co-founded Carey Accountancy Corporation. In 1991, Tom Hanna, CPA arrived and the firm of Carey & Hanna, CPA’s was formed.
 
Bob graduated from Lewis & Clark State College in Lewiston, Idaho with a Bachelor’s Degree in Management Technology. He is a Certified Public Accountant, a California licensed Life and Health Resident Insurance Provider and a Registered Representative* and Advisor.He has worked for a large public utility company, taught for the University of California at Santa Barbara and spent 10 years as a full-time Deputy Sheriff for Los Angeles County and Kootenai County Idaho. Through the years, Bob has lectured for business organizations and is a court-acknowledged expert in Ventura County and the State of New York. Also, since 1979 he has been a California licensed real estate salesperson and a landlord for his own properties. His broad experience is welcomed by many.
 
Currently, Bob enjoys real estate tax, financing, and estate planning for business owners, professionals, and high-income individuals. His approach has always been to teach his clients as much as they want to know. Bob’s philosophy is simple and direct: “Position my client for opportunities by identifying their wealth-management needs.” By providing attentive, personal service, Bob has built a satisfied base of loyal clients upon his reputation of service and expertise. He continues to excel by improving his technical knowledge through continuing education and licensing.
 
In his personal time, Bob enjoys playing golf, but his life-long passion has been as a pilot of his own airplane. His flying experience includes both single and multi-engine aircraft and a “Self-Fly Safari” of Africa’s inner country in 2007. He has also done sky-diving – go figure! He has been married since 1996 to his wife, Kathy. They live in Camarillo with their "cat family."






This Month's Sponsor

Barbara Orechoff

Barbara Orechoff

Investment Advisor Representative

Phone: 805-484-1011 x114
Fax: 805-484-0420
Email: 

Barbara Orechoff is a Financial Services Specialist with Independent Capital Management and an Investment Advisor Representative, offering Securities and Investment Advisory through SagePoint Financial, Inc., located in Camarillo CA.  Her financial planning practice services help individuals and families secure their future through the review of assets, investments, money management, estate planning, insurance, and mortgage lending services. She has special experience working with widows, child actors and their families.

Barbara is a financial planner with international credentials.  She worked for many years at Citibank in Paris France, setting up and running a seat on the stock exchange at Paris Bourse, now known as Euronext Paris.  She has a degree in International Business Administration from American University of Paris, and has a post-graduate certificate in Financial Planning. She speaks fluent English, French, and Polish.

Barbara was born and raised in Los Angeles, lived and traveled extensively in Europe, spent ten years in the New York area, and has, for many years now, resided with her family in Ventura County.  

Education and Licensing:

  • B.A. degree in International Business from the American University of Paris, France.
  • California Licensed Insurance Agent-Health and Life Lic # 0F68892
  • California Licensed Real Estate Salesperson Lic. # 01441984
  • Investment Advisor Representative with SagePoint Financial, Inc.    
    Series 6,7,63 and 65 Securities Registrations
  • Graduate Certificate in Personal Financial Planning
  • Paralegal for Citadel Law Corporation
  • Notary Public

Personal:

  • Native Californian and resident of Ventura County since 1997
  • Fluency in Polish and French
  • International work experience
     
  • Volunteer with:
    Rotarian – Moorpark Morning Rotary Club –President 2011-2012
    Rotary Avenue of Service Award and Master PRLS Graduate & Instructor
    Rotary District 5240 Vocational Service Chair 2016-17
    USC Town and Gown – Committee Member
    Trojan League of the Valley Associates
    Moorpark Active Adult Center
    Moorpark Education Foundation - Board Member
    Simi Valley Hospital Foundation – Hats Off Committee Member
     
  • Business Associations
    Financial Planning Association of Ventura County
    Moorpark Chamber of Commerce - 2009-2014  Board of Directors
    Toastmasters International– Past President Moorpark Toastmasters
    Women’s Information Network-Simi Valley (WINS) Special Projects Chair


DTP Agoura Hills Chapter Leader


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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