A sudden change in your financial situation -
can be a life-altering event.
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Hear a five minute
introduction to the
Sudden Money
experience with
Susan Bradley.
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Sudden Money® Institute New Advisor Orientation
Phoenix, AZ
Aug. 31- Sept. 2
Read more and register
Working With Pro Athlete Clients Workshop
Phoenix, AZ
Sept. 2-3
Read more and register
Save the Date:
SMI New Advisor Orientation Palm Beach Gardens, FL
Nov. 30 to Dec. 2
Save the Date:
SMI Annual Conference
Palm Beach Gardens, FL
Dec. 2 to Dec. 4
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Some of these events are planned for, such as retirement, the sale of a business or an anticipated inheritance.
Other types of events many come out of the blue - like winning the lottery, divorce or the death of a spouse.
These life transition events vary widely, some joyous and others deeply regrettable.
Whatever the reason for the event, you are faced with a major change in your life.
Successfully managing financial transitions is more challenging and complex than you may realize. It's not just a matter of managing the financial situation -
It's managing the change.
At the Sudden Money® Institute, we help individuals and financial advisors to focus on the integration of the personal experience with the facts and figures.
Are you a financial advisor, or allied professional
looking for advanced training?
Are you looking for a trained Sudden Money® Advisor?
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