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Sudden Money® Institute

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We began in 2000 with a planning model for managing a financial windfall; and quickly discovered the need for a transition management system. Today we cover the single largest market segment - clients experiencing major life events. We live in a time of accelerating change; the advisors who thrive in the next five years will have three skills: 1. An integrated financial transition planning model. 2. The ability to communicate the necessity for professional transition management. 3. The ability to teach their clients transition literacy along with financial literacy. We invite you to discover The Sudden Money® Institute - SMI - the nationally recognized source for financial transitions planning training, tools, marketing and practice management support. You can read all about us on our website: http://SuddenMoney.com

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Sudden Money® Institute's headquarter address
Sudden Money® Institute's industries
financial services
Sudden Money® Institute's technology
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People working at Sudden Money® Institute
MR
Mark Rylance
Financial Advisor
Palm Beach Gardens, Florida, United States
SB
Susan Bradley
Founder
Palm Beach Gardens, Florida, United States
RC
Robin Young, CFP®, CeFT®
Certified Financial Transitionist™
Palm Beach Gardens, Florida, United States
JC
Judi Snyder CeFT® CPRC
Certified Financial Transitionist CeFT® by The Sudden Money Institute
Palm Beach Gardens, Florida, United States
TC
Tyrone Phillippi, CFP®, CeFT®
Certified Financial Transitionist™
Palm Beach Gardens, Florida, United States
BC
Beth Jones, RLP®, AIF®, CeFT™
Certified Financial Transitionist™
Palm Beach Gardens, Florida, United States
LC
Lisa A.K. Kirchenbauer, CFP®, RLP®, CeFT®
Financial Transitionist (TM)
Palm Beach Gardens, Florida, United States
DS
Dr. Moira Somers
Faculty Member
Palm Beach Gardens, Florida, United States
MC
Michael B. Karwic, CFP® AEP® CRPC® CeFT®
Advanced Sudden Money Advisor
Palm Beach Gardens, Florida, United States
MM
Michelle Maton
Sudden Money Advisor
Palm Beach Gardens, Florida, United States
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