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Shane Phillips: Transforming Loss Into A Comprehensive To Finacial Matters After Death

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Manage episode 354706032 series 2921306
Content provided by meghanrjarvis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by meghanrjarvis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

First Steps Founder & Creator Shane Phillips

has over 27 years of experience in banking and financial services, and 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 for both regional and international financial institutions.

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 and his wife Valerie live in Castle Rock, CO. They have five children ranging in age from 12-21.

https://firststepshelp.com

https://heartlightcenter.org/first-steps-seminar/

  continue reading

108 episoade

Artwork
iconDistribuie
 
Manage episode 354706032 series 2921306
Content provided by meghanrjarvis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by meghanrjarvis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

First Steps Founder & Creator Shane Phillips

has over 27 years of experience in banking and financial services, and 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 for both regional and international financial institutions.

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 and his wife Valerie live in Castle Rock, CO. They have five children ranging in age from 12-21.

https://firststepshelp.com

https://heartlightcenter.org/first-steps-seminar/

  continue reading

108 episoade

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