Susan Bradley, CFP®, CeFT®
Susan started the Sudden Money Institute (SMI) in 2000. SMI began as a community of practice seeking to better serve their financial planning clients by developing process and tools for the personal side of money. This think tank delved into the study of financial transitions and later created the Certified Financial Transitionist® (CeFT®) designation, and a division for training and certification called the Financial Transitionist Institute (FTI), which now trains and certifies advisors on five continents. 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.
If you would like to hire Susan to speak at your event, click here.
Mary Martin, PhD, Learner-in-Chief
Mary wrote Sudden Money: Managing a Windfall with Susan back in the day. These days, she can be found figuring out what needs to be done and how to do it, at both the Sudden Money Institute and the Financial Transitionist Institute. This includes developing curriculum and assessments, writing of all kinds, website shenanigans, and all things related to the CeFT® designation. Though notoriously anti-multi-tasking, when not at work she can be found walking with her rescue greyhound while listening to a podcast and picking up litter.
Mary has a doctorate in Applied Linguistics from New York University; she is a certified Mindful Schools teacher; and she is a Brown University Mindfulness Center-trained teacher of Mindfulness Based Stress Reduction (MBSR).
She can be reached at email@example.com.
Peggy F. Frye, CFP®, CeFT®
Peggy is the Principal of Glenayr Wealth Advisors LLC and an experienced wealth manager, Certified Financial Planner ®, Registered Life Planner®, and Certified Financial Transitionist®. She advises high-net-worth individuals and families using a unique planning and financial advisory approach and counsels clients to achieve life-altering goals using process-specific strategies.
Peggy’s skills are built on an outstanding 28-year career as a Private Banker and Wealth Advisor for Citi’s Private Bank in New York City, Westchester, NY and Washington, DC. She has been a Certified Financial Planner® since 1996 and is distinguished as one of a small number of advisors who have achieved Registered Life Planner® designation from the Kinder Institute. She is also a Certified Financial Transitionist® and is among an elite group of professionals with skills and experience in Financial Transitions Planning.
During her career in financial services and in private practice, she has served corporate clients, privately-held business owners, real estate entrepreneurs, private equity firms and large high-net-worth families. She holds an MS from Fordham University and a BS from Southeastern Louisiana University with highest honors. Peggy resides with her husband on Glenayr Farm in central Virginia where they raise champion Airedale terriers and Angus cattle.
Peggy can be reached at firstname.lastname@example.org.
Dr. Moira Somers, Psychologist, Professor
Dr. Moira Somers is a psychologist and professor based in Winnipeg, Manitoba. She practices in the areas of financial and business coaching, positive psychology, and neuropsychology. Dr. Somers has a particular interest in the psychological factors that affect people’s financial decisions and actions. Her clients include high net worth individuals, business owners, and professional people, all of whom are in the midst of significant life transitions. Dr. Somers is skilled in helping them address the factors that contribute to procrastination, erraticism, and anxiety around their personal and business finances. Her workshops for financial advisors focus on enhancing communication skills and client retention. She is the author of Advice That Sticks (Practical Inspiration 2018).
Dr. Kathleen Rehl, Ph.D, CFP®, CeFT®
Dr. Kathleen Rehl is a leading authority on the subject of widows and financial planning. She is the award-winning author of Moving Forward on Your Own: A Financial Guidebook for Widows. A widow herself, Kathleen is frequently invited to speak to professional advisors and women’s groups. Her work has been featured in numerous publications. The U.S. Army Survivor Outreach Services centers use her book worldwide. Kathleen owned her financial planning firm for 17 years before closing that business in late 2013, giving more time for speaking, teaching, and writing. Kathleen is passionate about empowering her “widowed sisters” to feel financially secure . . . while helping advisors work effectively with these women.
Courtney Pullen, President Pullen Consulting Group
Courtney Pullen, is the President of the Pullen Consulting Group, a Denver Colorado-based firm that specializes in business coaching, family wealth counseling, leadership development, communication workshops, coaching skills workshops, team building and business planning for family and closely held businesses. He received his graduate degree in Psychology from the University of Northern Colorado in 1983. He was a Clinical Associate at the Professional School of Psychology at the University of Denver and had been an Instructor at both the University of Colorado at Denver and the Community College of Aurora. He is also a graduate of the Newfield Coaching Program. Pullen has frequently lectured, conducted numerous workshops and published in the areas of individual and organizational change and is a Contributing Editor to the Journal of Financial Planning and a member of the advisory board for The Sudden Money Institute and a trained facilitator in the Seven Stages of Money Maturity. Pullen has over 25 years of experience in helping organizations and individuals through change and growth as a business consultant, psychotherapist and professional speaker and recently published the book; Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health. The Pullen Consulting Group has worked with a variety of industries from manufacturing to financial services. He has extensive experience in small and large group facilitation covering the continuum from corporations to communities in conflict and family meetings.
Maureen Rabotin, ICF & Gallup Strengths© certified Global Executive Coach, instructor, author and keynote speaker
Maureen Rabotin is an accomplished executive coach, author, TEDx speaker and founding director of Effective Global Leadership. Her experience and knowledge come from her naturally inquisitive nature along with certifications in various coaching methodologies (Gallup Certified Strengths Coach, Appreciative Inquiry, Systemic – ORSC and Values-based coaching).
With a foot on each continent (France and USA), Maureen invites people to reflect on two questions: “What needs to shift in me to bring out the best in others?” and “How can we build bridges across cultural, linguistic, generational, and gender divides?”