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Financial Transition Planning

A sudden change in your financial situation - 
can be a life-altering event. 
 

 Susan Bradley, CFP

 

 

 

 

 



Hear a five minute
introduction to the
Sudden Money
experience with
Susan Bradley.

 

  Advisors

Sudden Money In Action
July 8, 15, 22, 2009
Read more and register...

Sudden Money® Institute New Advisor Orientation
Phoenix, AZ
Aug. 31- Sept. 2
Read more...

Working With Pro Athlete Clients One-Day Workshop
Phoenix, AZ
Sept. 3 Read more and register
 

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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The Sudden Money Institute does not sell investments or offer long-term financial planning. Sudden Money is a registered trademark of Susan Bradley
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