Review:  Transition planning

Bob Veres | Inside Information | 01 August 2012


I think today's most interesting thinker on the topic of making financial planning relevant to clients' lives is Susan Bradley of the Sudden Money Institute. Sudden Money helps advisers do a better job of helping people successfully navigate significant shifts in their financial lives - transitions from a familiar life to something new and unknown. Like what? Selling a business, receiving an inheritance or signing a professional sports contract. Losing a spouse, any significant caree...

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