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Westlake Chapter - The Divorce Transition Professionals

When:
Thursday, January 23, 2020, 8:00 AM until 9:30 AM
Where:
Hub 101
31416 Agoura Road, #105
Westlake Village, CA  91361
Additional Info:
Event Contact(s):
Neil Palache
(818) 606-7327 (p)
Category:
Chapter Meetings
Registration is required
Payment In Full In Advance Only
We will be meeting THIS MONTH ONLY in one of the classrooms off of the courtyard.
No Fee
No Fee
No Fee
Welcome to DTP Westlake Village


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 specialize 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 Sponsor

 

Picture: Marisha Charbonnet
Marisha Charbonnet
Attorney at Law


Marisha joined Family Security Law Group in 2017 after practicing for over a decade as a litigator defending actions against global corporations involving personal injury, business disputes and general negligence claims. While she found litigation exciting and challenging, Marisha also found her role to be very reactionary as clients generally came to her after something negative had occurred. With a desire to provide legal guidance that is both proactive and designed to avoid conflict, Marisha transitioned from litigation to estate planning. Marisha’s mission is to compassionately work with her clients to craft customized, innovative solutions to their unique family needs that deliver security and peace of mind.

Marisha graduated from the University of California, Los Angeles with a Bachelor of Arts in English Literature and a minor in Anthropology. She earned her Juris Doctor from Loyola Law School, where she also served as an articles editor for the Loyola Law Review. Marisha is a member of the State Bar of California and is admitted to practice before all State Courts in California and the United States District Courts for the Northern and Central Districts of California.

In her free time, Marisha loves traveling with her husband and daughter, taking her two miniature dachshunds to the beach, experimenting with new recipes and supporting events sponsored by the Los Angeles City Fire Department, of which her husband is a member.

 



This Month's Speaker

 


Sarah S ReznickCFP®, ChFC®, CRPC®

The Art of Networking.
How to build stronger relationships and network more effectively.

Experience and Background

As your Edward Jones branch team, we believe it’s important to invest our time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do. I also work with small business owners in evaluating their business retirement plans and their transition strategies.

I have been serving individual investors and businesses in the financial industry for 10 years. As a CFP®, I act as a financial guide helping people navigate the journey to retirement.

As I've enjoyed working with a variety of clients over the years, I have made the most impact with small business owners, women post-divorce or widowed, entertainment professionals and executives at local companies.

I enjoy being an integral part of the community and am involved with such organizations as Big Brothers Big Sister of Ventura County, the Conejo Chamber, ProVisors, Toastmasters, and am on the executive board of the Alzheimer's Association.

I have been honored by my community with such awards as top 40 under 40 for the Conejo Valley (2016); Top Women in Business (2016) by the San Fernando and Los Angeles Business Journal and a finalist for the Los Angeles Business Journal's CFO of the Year Award (2016); San Fernando Business Journal Trusted Advisor Award (2017); and the San Fernando Business Journal Wealth Manager of the Year (2018).

My family has lived in the Conejo Valley for over a decade and look forward to decades ahead. My husband, Joel, and I have three boys Zane, Wynn and Kash, and our rescue dogs, Cookie.

I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.

 



DTP Founder/ Westlake Village 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 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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