Change happens quickly, transitions take years, and the resulting transformation lasts a lifetime. While managing money is one thing, managing major life change is entirely different. Susan explains how to navigate through change - including explains the challenges of “power cocooning” to successfully transform yourself through the four stages of change.

SMI is a think tank that created the Certified
Financial Transitionist™ designation. For 16 years,
Susan has been training financial advisors,
attorneys and mental health professionals in the
unique processes and tools for managing the
human dynamics of financial change. She has
served on the FPA’s National Board of Directors,
currently sits on the National Football League’s
Players Association’s Financial Education Advisory
Board, and 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).

This talk was given at a TEDx event using the TED conference format but independently organized by a local community. Learn more at [ Ссылка ]

свернуть