2020 NAPFA Fall Conference Speaker
Susan Bradley
Susan Bradley, CFP®, CeFT® is a recognized thought leader in Financial Transitions Planning. Susan, founder Sudden Money® Institute, began 20 years ago as a community of practice seeking to better serve their financial planning clients experiencing transitions by developing process and tools for the personal side of money. This think tank created the Certified Financial Transitionist® (CeFT®) designation, and a division for training and certification called the Financial Transitionist® Institute.
Susan has served on numerous national boards including the FPA’s National Board of Directors and the National Football league’s Players Association’s Financial Education Advisor Board, and also serves as the Dean of Transitions for the Council of Deans of the Purposeful Planning Institute. Author of, Sudden Money: Managing a Financial Windfall, she is often seen and heard frequently in the national media including NBC’s Nightly News, CNN, NPR, The Wall Street Journal and The New York Times.
Susan has served on numerous national boards including the FPA’s National Board of Directors and the National Football league’s Players Association’s Financial Education Advisor Board, and also serves as the Dean of Transitions for the Council of Deans of the Purposeful Planning Institute. Author of, Sudden Money: Managing a Financial Windfall, she is often seen and heard frequently in the national media including NBC’s Nightly News, CNN, NPR, The Wall Street Journal and The New York Times.
