This Month’s Speaker
Virtuity Financial Partners
Tel: (805) 338-1961
Cathy Svitek is a licensed financial professional with Virtuity Financial Partners. She is building a team to provide clients the same compassionate, knowledgeable, in-depth solutions she enjoyed as a client herself. In addition to preparing tailored financial strategies, she writes and speaks for professionals serving clients going through the divorce process, for women facing life transition, and coaches young and transitioning professionals entering the financial services industry.
In 2008 Cathy returned to Thousand Oaks, CA where she began raising her three young sons solo following 18 years abroad in Central Europe and South America where she taught English, studied culture and languages, and started her family.
About This Month’s Sponsor
REAL ESTATE FINANCING
Michael A. Harris | CEO
Mortgage Banker – Radio Host
Tune in on the weekends.
Saturday on News Talk 1590 KVTA 9:00 AM
Sunday on K-EARTH 101 at 7:00 AM
Michael Harris is a full service Mortgage Banker and Broker. Purchase or Refinance, Forward or Reverse. Michael offers 32 years of lending experience and he is here to save you and your clients money.
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.
DTP Thousand Oaks – Founding Chapter Leader
Luba Milgram, EA – Tax Advisor
Certified Tax Coach,
Tel: (805) 719-2216
For the last 17 years Luba Milgram has been helping individuals, families and small businesses to navigate the Tax Code and solve the most complex tax issues and disputes. She always makes a point to get to know the clients personally, so she really understands their business, helps them maximize cash flow and minimize their tax liabilities.
Luba holds a prestigious designation of Certified Tax Coach with advanced training in tax planning, specializing in tax reduction strategies.
She is a member of the National Association of Enrolled Agents, National Association of Tax Professionals, American Institute of Certified Tax Planners and American Society of Tax Problems Solvers.
DTP Non-Profit of Choice
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.