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Speaker

Susan Bradley

Sudden Money

Susan Bradley, CFP®, CeFT® is the founder of the Sudden Money® Institute (www.suddenmoney.com), which began in 2000 as a community of practice seeking to build a universal and repeatable financial planning model for clients facing life transition events. This think tank has created the tools and process for the humane side of managing financial change and the Certified Financial Transitionist® (CeFT®). The Financial Transitionist® Institute is the training, coaching and certifying division of the Sudden Money Institute. There are now CeFTs in five continent, serving a wide rang of clients using many different business models. The focus for 2023 is a public awareness campaign on the importance of Transitions Literacy and the value of expert advice during life changing events. Susan has served on the FPA’s National Board of Directors, she has served 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 a founding member of the Nazrudin Project studying the psychology of money since 1994. 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), Shaping Change, How To Respond When Life Disrupts Your Retirement Plans, 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 at: https://www.youtube.com/watch?...

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