First Steps:
A Comprehensive Guide to
Financial Matters After Death

 

Register

Purchase Materials

The purpose of First Steps is to provide you with information and tools needed for handling financial matters after the death of a loved one.

 

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

The seminar includes:

Document Gathering

Which documents you will need and their purpose.

Making a Life Insurance Claim

Helping walk through steps and tips for understanding the process.

Handling Financial Matters

Closing bank and investment accounts

And more!

About the Presenter

With 25 years of experience in financial services, and nearly two decades of community service in grief care, Shane Phillips offers a unique perspective on financial issues and death. At the age of 16, Shane experienced the loss of his parents and sister in a plane crash. His parents had no life insurance, no estate plan, a lot of debt, and few assets. Despite the loss of his family and the ensuing financial challenges, Shane graduated from high school and college. He went on to a successful career in financial services.

Shane has worked for both regional and international financial institutions including First Western Trust Bank, J.P. Morgan Private Bank, CoBiz Private Bank, and Triumph Bank Corp.

In 2004, Shane co-founded The Children’s Grief Education Association (CGEA). For over six years, the CGEA provided free grief counseling to over 400 Denver area children. The CGEA was merged into The Heartlight Center in 2011. From 2011 – 2014, he served as Chairman of the Board of Directors of The HeartLight Center.

Shane has also served as: Scoutmaster of Boy Scout Troop 645, Board Member of The Pikes Peak Boy Scout Council, on the Financial Council for St. Francis of Assisi Catholic Church, Board Member of Bridge of Hope, Capital Campaign Chairman for Douglas County High School Football Booster Club, and as a coach for Raptors Youth Football.

Shane and his wife Valerie live in Castle Rock, CO. They have five children ranging in age from 20-10.

"Financial matters can be so overwhelming. I just wanted to grieve, but I had this pile of tasks to take care of. I am so grateful for the guidance from Shane and his First Steps book."

Collette

Purchase Materials

 

The First Steps book is full of checklists, tips, and other resources that are helpful to a person dealing with a decendents financial matters. The book includes ample space for note taking and the creation of personalized action item lists.

 

Costs (contact HeartLight Center for volume discounting):

First Steps
Hard-copy:
$30 + shipping

First Steps
PDF Download:
$30