Intro to Financial Transitions Planning Webinar


Watch Susan Bradley and a handful of Certified Financial Transitionists and students of Financial Transitions Planning have a lively, interactive discussion about how to work with clients who are anticipating or experiencing major life events, such as divorce, retirement, the loss of a spouse, or the sale of a business. Topics covered include:
  • The Stages of Transition
  • Several tools to use with clients-in-transition
  • Why advisors are hired and fired (hint: it has to do with transitions!)
  • The personal side of money
  • Stress and transitions
This webinar includes client-facing 5 tools that participants will be able to use immediately after completion of the webinar. 2 CFP CEs