The Missing Piece In Client Decision Making
Boost Your Client's Financial Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Thursday, January, 8 • ET • 90 minutes
Earn 1.5 CE credit Trusted by 10,000+ financial advisors

Susan Bradley, CFP®, CeFT®
Founder Sudden Money Institute
What You'll Learn
When clients face a major life transition—widowhood, retirement, divorce, an inheritance, a business sale—their ability to think clearly and make sound financial decisions can become compromised. Traditional planning tools often fail at the exact moment clients need the most support. In this…