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Ventura: The Divorce Transition Professionals

When:
Tuesday, February 11, 2020, 8:00 AM until 9:30 AM
Where:
Capital Mortgage Services (CMS)
3140 Telegraph Rd Suite A Ventura, CA 93003
Ventura, CA  93003
Additional Info:
Event Contact(s):
Neil Palache
Category:
Chapter Meetings
Registration is required
Payment In Full In Advance Only
No Fee
Welcome to DTP Ventura


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

Katherine Becker

Katherine Becker

Attorney Katherine Becker enjoys working with clients to plan ahead through their estate plans, gift and tax planning, business succession planning, business formations, and corporate due diligence. When a loved one passes away, Ms. Becker assists her clients in administering their estates – from the straight-forward probate to complicated trust administrations and business succession plans. Ms. Becker further regularly works with families or people with someone in their life with dementia or special needs. She is very familiar with conservatorships and special needs trusts, and is passionate about helping people through these sometimes daunting processes.

She is focused primarily in the following areas of practice:
• Estate Planning
• Trust Administration and Probate
• Conservatorships and Guardianships
• Business Transactions and Business Formations

Professional Experience
Ms. Becker has worked in the probate law area for over 12 years – the first four years as a paralegal. She has extensive experience assisting families through the planning and administration process.
Ms. Becker was recognized by the Southern California Super Lawyers as a Rising Star in 2019.

Education and Training
Ms. Becker earned her Bachelor of Arts degree from Boston College in 2005. She earned her paralegal certificate from the University of California Santa Barbara in 2007, and in 2010, she earned her Juris Doctor degree from Ventura College of Law. While in law school, Ms. Becker had externships with the Probate research attorneys for the Ventura Superior Court, and with the Ventura County District Attorney. She was on Dean’s List each year of law school and graduated with honors. She also studied abroad through University of San Diego’s program in Paris, France.
Ms. Becker (formerly Hause) is a native of Ventura County, and attended such schools as Mound Elementary, Cabrillo Middle School, and Ventura High School.

Bar and Court Admissions
Since completing her legal education, Ms. Becker has been admitted to practice by the State Bar of California and the U.S. District Courts for the Central, Northern, Southern, and Eastern Districts of California.

Community Involvement and Interests
Ms. Becker is an active member of the Ventura County Bar Association. Her involvement with the local legal community is extensive. She has previously been the President of the Women Lawyers of Ventura County, the Ventura County Barristers, a board member of the Ventura County Bar Association and the Mexican American Bar Association. Ms. Becker also founded the Animal Law Section of the Ventura County Bar Association and was president of it for several years.

Ms. Becker served as a board member of the California Young Lawyers Association from 2013-2016, and as a Special Advisor from 2016-2017.

She has previously taught legal continuing education courses with the National Business Institute on various topics including estate planning, trust administration, probate, animal law, and cultural sensitivity and bias.

Ms. Becker resides in Camarillo with her husband and their two children. In her spare time, she enjoys spending time with her family, traveling, cooking and volunteering.





This Month's Sponsor

Jim Nicoll_015_WEB

James C Nicoll is the owner/broker of Nicoll Insurance & Financial Services. He has lived in Ventura with his wife, Sandy and family for over 32 years, is one of only a few fully licensed Independent Life, Health/Medicare Supplement, Long Term Care & Disability Insurance and “Safer Indexed Annuity” professionals in Ventura County.

Jim is a Certified ACA, Short Term Health and Senior Long Term Care and Medicare Supplement Insurance Agent. He continues to serve his growing clientele of individuals, families, professionals and small businesses for insurance and financial solutions.




DTP Ventura Chapter Leader



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 Ventura - Chapter Host


























CAPITAL MORTGAGE SERVICES (CMS)

Tel: (805) 644-1621
eMail:
info@mycmsloans.com

We’re a dedicated Mortgage Service Provider located in Ventura County, assisting homebuyers throughout California. We’ve been one of the top lenders in the tri-county area for the last 3 years. We’ve helped people find houses they doubted they were able to afford.

We Do the Heavy Lifting for You

With so many sources of financial assistance it’s nearly impossible for the average homebuyer to know what is available to them. Our job is to do the shopping for you, and assist all eligible applicants in finding the proper financial resources to purchase a home.

Our main reason for success is that we constantly educate ourselves on the many and sometimes daunting areas of the mortgage market. We have access to over 50 lenders and their guidelines. We also regularly meet with representatives from each of the lenders, where we discuss changes and new vital home lending information. We also hold functions where we invite the public to come and ask the lenders questions to get a first-hand view of lending requirements.

The difference between a good agent and a great agent is that a good agent will know the information that is given in industry standards. The great agent will seek more information and stay on top of the laws and changes in the market place. At one point, due to the market crash, rules were changing on nearly a daily basis in the mortgage industry. Many of the agents who had made a good living in a thriving market were being forced out. They weren’t able to keep up. In short, they were in it for the short term and weren’t prepared for the tremendous amount of work to stay up on the trends. While several mortgage companies were closing their doors, we thrived. Many of our competitors were stumped on what we were doing. There was no secret, only hard work and awareness kept us in the game.

It’s Not Magic, It’s Math!

There are no secrets to this business, and there’s no getting around the fact that numbers don’t lie. Our most important job is to give you a clear and concise projection about the home you may want to refinance or purchase. We’ll meet with you to discuss the type of home you want, review your financial standing and help you determine a price range that is suitable for your wants without killing your budget.

We don’t want to put our clients in a struggling position. That’s why we won’t give you a loan that you can’t afford. We simply explore every angle to maximize your growing potential

 



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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