Shane W. McCormick, MS, CFP®, CEPA®
West Chester, Pennsylvania, United States
488 followers
485 connections
About
I work with successful entrepreneurs to help them identify, and work towards closing the…
Articles by Shane
Activity
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💼 Wall Street has its own language and adages… One of my favorites is "Sell in May and Go Away," suggesting that the market’s performance is…
💼 Wall Street has its own language and adages… One of my favorites is "Sell in May and Go Away," suggesting that the market’s performance is…
Shared by Shane W. McCormick, MS, CFP®, CEPA®
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It's National Pet Month! 🐾🎉 I don't know many people who don't immediately smile when they talk about their pets! They have a way of making our…
It's National Pet Month! 🐾🎉 I don't know many people who don't immediately smile when they talk about their pets! They have a way of making our…
Shared by Shane W. McCormick, MS, CFP®, CEPA®
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🍎 May 6 thru May 10 is #TeacherAppreciationWeek. A massive shoutout to all the educators out there who are making a difference! You're more…
🍎 May 6 thru May 10 is #TeacherAppreciationWeek. A massive shoutout to all the educators out there who are making a difference! You're more…
Shared by Shane W. McCormick, MS, CFP®, CEPA®
Experience
Education
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Activities and Societies: Alpha Kappa Psi Baseball
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Licenses & Certifications
Volunteer Experience
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Board Member and Professional Development Committee
Greater West Chester Chamber of Commerce
- Present 4 years
Economic Empowerment
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Treasurer and Board Memeber
West Chester East Ice Hockey Club
- Present 4 years 1 month
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Ice Hockey Coach
Team Philadelphia Ice Hockey Club
- 4 years 7 months
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Middle School Ice Hockey Coach
West Chester East Ice Hockey Club
- 3 years 11 months
Children
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Softball Coach
Paoli Elite Travel Softball
- 11 months
Children
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Softball Coach
Lyonville Lightning Travel Softball
- 11 months
Children
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Ice Hockey Coach
Quakers Ice Hockey
- 7 months
Children
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Softball Coach
Millennium Travel Softball
- 8 years 7 months
Children
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More activity by Shane
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🔒💻 There isn't a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding…
🔒💻 There isn't a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding…
Shared by Shane W. McCormick, MS, CFP®, CEPA®
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🚨 I just read an alarming article about a new robocall scam known as the "Can you hear me" scam. 🚨👂 Here's what you need to know: ◾ The robocall…
🚨 I just read an alarming article about a new robocall scam known as the "Can you hear me" scam. 🚨👂 Here's what you need to know: ◾ The robocall…
Shared by Shane W. McCormick, MS, CFP®, CEPA®
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🏠 Considering a home improvement project this spring? 🌼 One option for paying for the project is a HELOC (Home Equity Line of Credit). Unlike…
🏠 Considering a home improvement project this spring? 🌼 One option for paying for the project is a HELOC (Home Equity Line of Credit). Unlike…
Shared by Shane W. McCormick, MS, CFP®, CEPA®
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It's been an incredible week at the #ExitPlanningSummit. I connected with old friends and made many new acquaintances. I felt honored to be inducted…
It's been an incredible week at the #ExitPlanningSummit. I connected with old friends and made many new acquaintances. I felt honored to be inducted…
Liked by Shane W. McCormick, MS, CFP®, CEPA®
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Over my entire career in financial services, I've learned a lot about not only the industry but about myself. I've found that if I wanted to have a…
Over my entire career in financial services, I've learned a lot about not only the industry but about myself. I've found that if I wanted to have a…
Liked by Shane W. McCormick, MS, CFP®, CEPA®
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Had a fantastic week with my #ExitPlanningInstitute colleagues on Marco Island, FL! I gained invaluable knowledge that will allow me to better assist…
Had a fantastic week with my #ExitPlanningInstitute colleagues on Marco Island, FL! I gained invaluable knowledge that will allow me to better assist…
Shared by Shane W. McCormick, MS, CFP®, CEPA®
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For many years, I’ve been using this term—"Real Financial Professional." I can’t tell you how many times someone has asked me what those words mean.…
For many years, I’ve been using this term—"Real Financial Professional." I can’t tell you how many times someone has asked me what those words mean.…
Liked by Shane W. McCormick, MS, CFP®, CEPA®
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🌟 Day 2 of our 2024 Exit Planning Summit was a huge success! From the Excellence in Exit Planning Awards presentation and Gerry O'Brion's inspiring…
🌟 Day 2 of our 2024 Exit Planning Summit was a huge success! From the Excellence in Exit Planning Awards presentation and Gerry O'Brion's inspiring…
Liked by Shane W. McCormick, MS, CFP®, CEPA®
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