First Steps Dec 21

Bringing you information and tools needed for handling practical matters after death – financial matters, understanding what documents you’ll need and how to get them, closing accounts and filing claims, Shane Phillips (author of First Steps: A Comprehensive Guide to Financial Matters After Death) will support you with sifting through what can be an overwhelming process into more doable tasks.

Upcoming Seminar Dates:
October 12: 6pm MST
October 26: Noon MST
November 9: 6pm MST
November 23: Noon MST
December 7: 6pm MST
December 21: 12pm MST

Suggested donation $15

First Steps: A Comprehensive Guide To Financial Matters After A Death provides you with information and tools needed for handling financial matters after the death of a loved one. This 92 page book is full of checklists, tips, and other resources that are helpful to a person dealing with a decedents financial matters. The book includes ample space for you to take notes and create personalized action item lists.

Purchase the guide on our website for $30   |

Password: 529543
  • 00


  • 00


  • 00


  • 00


Book Event

First Steps - Dec 21 suggested donation $15
Available Tickets: 100
The First Steps - Dec 21 ticket is sold out. You can try another ticket or another date.




12:00 pm - 1:00 pm


Virtual (Zoom)

Submit a Comment

Your email address will not be published. Required fields are marked *