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Post-Disaster Financial Transition Planning

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Tuesday, May 24th at Noon ET / 11:00am CT (60 minutes)

Guest Speaker: Susan Bradley, CFP®, CeFT®, Founder, Sudden Money Institute, PPI Dean of Transitions

Description:  We all have the potential for needing a new set of tools and resources when disaster disrupts our client’s lives.  A major disaster event can pivot your clients in a new direction that permanently changes everything for them. The transitions they are forced to make, from the way life used to be to the way it will be, is tough and without tools and resources it can become an exhausting mess. In the session, I will share the Financial Transitionist’s model for the immediate response and the long term adjustments that come with debating disruption from natural disasters, wildfire, floods, earthquakes and hurricanes. These events ripple through a family’s life for years, sometimes decades. The decisions made and resources used shape the quality of life after a natural disaster.

Introduction to Our Guest Speaker

Susan is the founder of the Sudden Money® Institute (www.suddenmoney.com), which began 18 years ago as a community of practice seeking to better serve their financial planning clients by developing process and tools for the personal side of money and for clients going through transitions. This think tank created the Certified Financial Transitionist® (CeFT®) designation, and a division for training and certification called the Financial Transitionist® Institute. Susan has served on the FPA’s National Board of Directors, she currently sits on the National Football League’s Players Association’s Financial Education Advisory Board, and she serves as the Dean of Transitions for the Council of Deans of the Purposeful Planning Institute. She is seen and heard frequently in the national media, including NBC’s Nightly News, CNN, NPR, The Wall Street Journal and The New York Times. She is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000), and her TEDx Wilmington Women talk is called, “Change launches you into the next great chapter of your life, whether you like it or not.” It can be found here.

She is the recipient of the Insiders Forum Iconoclast Award 2017.

Member & Guest Webinar Access 

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May 24

@ 12:00 pm

1:00 pm