help_outline Skip to main content
HomeDTP EventsNewbury Park: The Divorce Transition Professionals

DTP Events - Event View

This is the "Event Detail" view, showing all available information for this event. If the event has passed, click the "Event Report" button to read a report and view photos that were uploaded.

Newbury Park: The Divorce Transition Professionals

When:
Wednesday, August 12, 2020, 8:30 AM until 9:30 AM
Additional Info:
Event Contact(s):
Sarah Reznick
Category:
Chapter Meetings
Registration is recommended
Payment In Full In Advance Only
ZOOM
No Fee
Welcome to DTP Newbury Park
ZOOM Link: https://us02web.zoom.us/j/82721452333
Call-In #: (669) 900-6833




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


Sean Hart   Woodland Hills, CA


818 867 1265
Homebridge Financial Services
Mortgage Professional

Sean Hart is a 20 year veteran in home financing. Delivering a convenient Award Winning client experience. Loan types include conventional, remodel, jumbo, super jumbo and VA-FHA low down or no down payment. Creative lending programs and solutions are no problem.  Call Sean when you are looking to purchase, refinance, need cash out, or for inheritance / divorce financing. Regardless if your income is fixed, K1, 1099, alimony, pension, retirement, trust or income others don’t understand. Sean specializes in structuring home loans where the big banks, call center lenders fall short on experience, trust and results.









This Month's Sponsor

ZOOM


DTP Newbury Park Chapter Leader/Host


Sarah Reznick
Financial Advisor - Edward Jones

Tel: (805) 499-9785
email: sarah.reznick@edwardjones.com

As your Edward Jones branch team, we believe it’s important to invest our time to understand 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 Sherpa helping people climb the mountain of retirement and, more importantly, get down safely. 
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, executive board of the Alzheimer's Association and Rotary. 

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



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.