PLEASE NOTE: Inaugural Chapter Meeting!
Hello and welcome to our first DTP NEWBURY PARK CHAPTER meeting! I am very happy to invite you to join us for breakfast and valuable conversation to learn more about this organization and what’s in store for us over the next several months, please feel free to bring friends!…Plus we have a wonderful speaker Paul Dryman with Informed Decision Investigative & Background Information Services, Inc. and our breakfast sponsor will be Neil Palache our own DTP Founder.
To learn more about our speaker and the chapter leadership, please see bios below. We are looking forward to growing the new Newbury Park Chapter with you, so be sure to register today by using the link below and we will see everyone on Wednesday, March 13th at 8:30 am.
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 Speaker:
Paul is a licensed Private Investigator and the President of Informed Decision Investigative & Background Information Services, Inc. Informed Decision was started over 21 years ago using the slogan “We dig up the dirt, so you don’t get hurt”. They have two divisions, Pre-employment Screening and Full Investigative with cases locally and internationally.
Paul specializes in skip tracing/locates and surveillance (corporate and domestic); asset searches and forensic fraud issues, theft and other internal issues (as well as bug sweeps) and Personal and Business Profiles for due diligence! The firm handles several Domestic situations with people in turmoil of or from a divorce or separation.
They have no geographical restrictions.
He is an active member of local, statewide and national PI organizations, like PICA; CALI; NCISS and ASIS as well as Human Resource organizations like PIHRA and NHRA, and not to forget Rotary and previously an Ambassador for the Greater Conejo Valley Chamber of Commerce (Ambassador of the year for 7 years in a row!) for 17+ years.
Their Web page is: www.info-decision.com, phone number: (805) 371-1264
DTP Agoura Hills Chapter Leader/Sponsor
Tel: (805) 499-9785
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.
The Wealth Creator Company For Women
Tel: (818) 606-7327
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
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.