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Conejo Professional Alliance
This Week At TEAM Conejo Professional Alliance
Conejo Professional Alliance would love to meet you! Our 90 minute weekly meetings consist of an informal “Meet and Greet” to introduce yourselves to the members of the chapter. This structured meeting which will allow you to give a one minute commercial describing what you do, the products or services you offer and the type of referrals you are looking for. At the end of the meeting, you will have an opportunity to give and receive referrals as well as schedule additional time to learn more about the members.
About our chapter
Cindy Dickman profile photo
by Cindy Dickman , TEAM Chapter President
We are currently interviewing these categories to add to our dynamic group: Attorneys: Real Estate/Personal Injury Business Broker, Commercial Realtor Insurance P & C Computer Services Photographer AND MORE! We are a group of professionals working together to grow our businesses through Relationship Marketing and referrals. TEAM members work together for a common goal: To increase our sales income and bottom line.
Meeting Details
Date
Thursday
Start/End
11:45 PM to 01:00 PM
Time Zone
PST (Pacific Standard Time)
Location
Plata Cocina Mexicana
Phone
Please contact Cindy for meeting info
Guest Policy
Please Call In Advance
Food Served
Lunch / No Host
Dress Code
Business Casual
Contact
Cindy Dickman
Phone
818-528-4463
TEAM Director
TEAM Director profile photo
As Director with TEAM Referral Network, I bring together entrepreneurs, small business owners, independent contractors and teach them how to become a sales TEAM in their community so they can help to grow each others' business through referrals. Click here for my contact information.
Member of the week
Ben N. Levine profile photo
Congratulations to Member of the Week Ben N. Levine
My business is called DST- Advisors Inc. DST Advisors, Inc. is an authorized and specially trained corporate trustee for Deferred Sales Trust transactions. Our team has over 75 years of combined experience helping clients pay less tax and deferring taxes to build more wealth and income. We also help clients with 1031 exchanges and Delaware Statutory Trusts. It starts with client goals and helping them determine the best solution for their needs. As trustees we are responsible for managing and administering the finances and operations of the trust. We safeguard trust assets, provide record keeping for trust income and expenses, make payments to noteholders, file the annual tax return, keep track of other transactions that occur, engage a professional asset manager to manage trust assets and provide reporting to noteholders on all trust assets. Our depth of experience provides objective decision making based on the terms of the trust and the goals of our noteholders. As part of the Estate Planning Team (EPT) we have access to the best in class legal, tax and investment services. Clients get a team of professionals working to help them achieve their wealth and income goals. Our expertise encompasses deferring capital gains taxes on the sale of personal and commercial real estate, businesses, and individual stock positions. Focused on retirement and cash flow, the Deferred Sales Trust helps clients to both grow and safeguard their family wealth, while also facilitating enhanced income. We believe in the team approach, working with your trusted professionals and our team of trusted and experienced professionals. We help clients with 1031 exchanges, the Delaware Statutory Trust and the Deferred Sales Trust. As trustees, my business partner and I are responsible for managing and administering the finances and operations of the trust. We safeguard trust assets, provide record keeping for trust income and expenses, make payments to noteholders, file the annual tax return, keep track of other transactions that occur, engage a professional asset manager to manage trust assets and provide reporting to noteholders on all trust assets. Our depth of experience provides objective decision making based on the terms of the trust and the goals of our noteholders. As part of the Estate Planning Team (EPT) we have access to the best in class legal, tax and investment services. Clients get a team of professionals working to help them achieve their wealth and income goals.