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DTP South Bay, CA - (ZOOM)

When:
Thursday, June 08, 2023, 2:00 PM until 3:00 PM
Videoconference information will be provided in an email once registration is complete.
Additional Info:
Event Contact(s):
Jean Ruimy - CHAPTER LEADER
3103793175 (p)
4243877893 (c)
Category:
Chapter Meetings
Registration is required
Payment In Full In Advance Only
Zoom
No Fee
No Fee


Welcome to DTP: South Bay, CA



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.




This Month's Program

The California Insurance Crisis

patrick
Patrick O'Rourke

Patrick is a lifetime resident of the South Bay and graduate of California State University Long Beach where he earned a Bachelor of The Arts in American Studies. His background in insurance began in 2013 when he obtained his Life and Health insurance license and worked as an agent for New York Life Insurance Company. In 2014, Patrick earned his Property & Casualty insurance license and joined Farmers Insurance where he now serves as a personal lines specialist for MCD Insurance Agency.








DTP South Bay Chapter Leader




Jean Ruimy
Financial Advisor | Certified Divorce Financial Analyst

Tel: (310} 379-6850 x3
eMail: jean.m.ruimy@ampf.com

Money issues can be a huge source of stress and conflict in marriage—and even more so in divorce. Individuals and couples increasingly are looking for healthier ways to navigate the process.

As a Certified Divorce Financial Analyst (CDFA®), I help clients and attorneys address the unique financial issues that accompany divorce. I assist clients in thinking through the short- and long-term real cost of divorce and develop a realistic idea of what their financial situation may look like in the next chapter of their lives. I help clients understand personal vs. marital property, how to value and allocate property, the options for dividing retirement plans and pensions, and how to navigate spousal and child support. I also can serve as a financial neutral for couples who are cooperative. I most enjoy educating and empowering clients throughout the divorce process—providing the knowledge and tools to help them make difficult financial decisions with confidence.





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.