Welcome to this edition of Wine and Dime with Amy Irvine. We are excited to have Chris Dell back with us. Chris and I talk about grief and loss and ways to help others cope. We hope that as we enter into the end of 2021, you and your family are able to spend some time to celebrate with each other. We truly hope that those of you that have experienced loss this year understand that we are here for you, we can share your pain, and we are here to listen.
Chris has started his own podcast and we have a fantastic crossover episode that we want to share with you, so stay tuned for more information from Chris as you listen to this episode. We hope you enjoy the show.
Chris's Podcast - Real Talk With Life After Grief Chris
Thanks for listening and be sure to like, rate, subscribe and share.
If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com
About Chris Dale
It All Started…
In 2008, at the peak of the recession, I lost my mother to cancer in August and my father to a broken heart in November. In 2010, my grandmother passed away after a stroke. Then a heart wrenching experience in 2012 of losing my oldest child.
I became a financial planner in 2003 during the process of helping my parents in their declining health. In 2011, three years after my parents passed, I became a CERTIFIED FINANCIAL PLANNER™ to better help families in need.
My personal experiences and knowledge of grief and loss of loved ones helps me to understand and assist families enduring similar situations. I’ve helped over 400 families navigate many financial issues and life circumstances such as grieving loss of loved ones.
I Truly Look At My Experiences In Life As Gifts I Can Use To Help Others.
I have an Elementary of Education degree from the University of Florida and a minor in Business Administration; I also specialized in Psychology.
As a result of my experiences with grief, many financial advisors have asked me for support in working with their own grieving clients. In such, I’ve created an online course and resources to help as many advisors as possible to understand grief and how to better serve their clients’ needs.
Even if you’re not a financial advisor, this course will help you understand grief and how to work with grieving clients. I’ve had many professionals take the course as well, such as tax and insurance advisors, even attorneys.
THIS EPISODE WAS PRESENTED BY AMY IRVINE
AND IN COLLABORATION WITH
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
EMAIL: AMY@ROOTEDPG.COM
