2019-09-18 Pasadena Chapter – Divorce Transition Professionals

2019-09-18 Pasadena Chapter – Divorce Transition Professionals


 


Hello and welcome back to the Pasadena DTP Chapter!


Exciting things are happening with the Divorce Transitional Professionals (DTP)!


Our meeting address is:


Leech Tishman


200 South Los Robles Avenue – Suite 210


Pasadena CA 91101


Please bring ideas for outside speakers, so we can work on the calendar for future meetings. We will review the calendar and speaker selection during the meeting, and will share thoughts on interesting cases we are all working on presently.


 Looking forward to seeing everyone this Weds (September 18th) at 7:30 am.


 Thanks – Jeff Rollert


 




 


About Divorce Transition Professionals (DTP)


We bring in a top-notch speakers, to provide an education and business opportunity with some of the best professionals in the community that specialize in working with people dealing with divorce.


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.


 




 


DTP Pasadena – Founding Chapter Leader



 Jeff Rollert
Financial Advisor



Tel: (888) 256-6468 x810
eMail: something-special@almadvisors.com



Jeff Rollert is the founder and Chief Investment Officer for ALM Advisors.


Their mission is sustainable income. Their Mission Statement refers to portfolios which generate real, after tax income that is likely to outlive a client or their spouse.


They use all asset classes to create portfolios which have higher probabilities of meeting client’s income needs over long periods of time using institutional research and management techniques. These include not only coupon paying fixed income securities, but also preferred and common stocks, all types of bonds, partnerships, and other niche investments.


ALM is entirely owned by employees, with no bank or brokerage firm affiliation. We believe the only way to consistently provide independent advice is to be owned independently by employees.


 





 


This Month’s Host:



Bill Bresee
Attorney & Partner at Leech Tishman



Tel: 626.796.4000
eMail: wbresee@leechtishman.com



William Bresee is a Partner with Leech Tishman and chair of the firm’s Energy Practice Group. Bill is also a member of the Corporate, Construction, and International Practice Groups. Bill works out of Leech Tishman’s Pasadena and Pittsburgh offices and possesses a wealth of experience in the area of commercial transactions.




The DTP Non-Profit We Support



ABOUT CENTER4SPECIALNEEDS


Center4SpecialNeeds is a 501(c)(3) non-profit corporation founded in 2011. It was established to provide resources, education, and offer a variety of supports for families who have children with special needs / developmental disabilities in Ventura County, California. Towards the end of 2016, we have updated our bylaws to include children ages 2-16 and young adults. Also, we expanded our outreach to not only cover Ventura County, but to cover Los Angeles County, Orange County, and Santa Barbara County. In addition, in the beginning of 2017, we will be providing direct services including social skills programs and social & educational opportunities for children and young adults.

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