First Steps Virtual Seminar Nov 9 2022

After the loss of a loved one handling financial matters can feel overwhelming. First Steps will provide you information and tools needed for handling practical matters including: financial matters, understanding documents you’ll need and how to get them, closing banking and online accounts, filing claims and theft prevention. 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.

We invite you to include in your registration form any questions you have for Shane or topics that you wish to have addressed in the seminar you attend!


The First Steps: A Comprehensive Guide To Financial Matters After A Death Workbook 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   |

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Book Event

First Steps - Nov 9
Available Tickets: 100
The First Steps - Nov 9 ticket is sold out. You can try another ticket or another date.




6:00 pm - 7:00 pm


Virtual (Zoom)
Shane Phillips


Shane Phillips

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