About Us
Our Story Our Team Ethics Disciplinary Rules & Procedures Disciplined Individuals Complaint Policy Contact Us
Life is Change. Be Prepared.
LIFE IS CHANGED. BE PREPARED. The Stages of Transition What is Financial Transitions Planning?
Major Life Events
MAJOR LIFE EVENTS Divorce Inheritance Legal Settlement Long-life Planning Partnering and Parenting Retirement Sales of a Business Widowhood Windfall
Podcast & Blog
Sudden Money Insights Podcast Blog
CEFT® Directory

Blog

sudden money book by susan bradley with mary martin
Get Your Signed, Hardcover Sudden Money Book! uncategorized

When money changes, life changes, and when life changes, money changes.

In the late 1990s, while I was still a practicing Certified Financial Planner®, I was struck by all of the stories of...

Continue Reading...
 
First 10 days of a Lottery Win ceft® training checklist for lottery winners financial advisors financial planners financial transitions planning mega millions the first 10 days of a lottery win Aug 01, 2022
old couple hiking
The Increased Divorce Rate for the Over 50 Population ceft® training divorce families in transition fti/smi community Jul 08, 2019
The Playbook for When Life Changes ceft® training families in transition financial transitions planning long life planning major life events retirement Apr 15, 2019

Categories

All Categories business ownership ceft® training checklist for lottery winners divorce families in transition financial advisors financial planners financial transitions planning fti/smi community long life planning major life events mega millions mindfulness retirement the first 10 days of a lottery win transition fatigue uncategorized widowhood windfall women in transition

Recent Posts

First 10 days of a Lottery Win
Transition to Transition Fatigue
On 2021 Being Less Bad With Mindfulness
What COVID Revealed to Me About Communicating with the Elderly and Other Thoughts