Essential Tools for Designing Your ‘What Next’


Use Change and Uncertainty to Live Your Best Life

This session is about designing the “what next” each time you face life changing events. Along with the discomfort and confusion that comes with change there are powerful opportunities to harness the momentum and design what comes next.

We will cover three tools developed over our twenty years of research and experience with life transition planning.

Universal basics we all need to know about transitions to help us safely move from ‘what was to what will be’

Tool #1 Three-step Mindset Reset to harness resilience and resources

Tool #2 Three Transition Questions to help you get on the balcony to see the big picture before you jump into action and make decisions

Tool #3 Decision Free Zone exercise to sort and prioritize commitments, decisions and action

About Susan:

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Susan Bradley, CFP®, CeFT® is the founder of the Sudden Money® Institute (, which began 17 years ago as a community of practice seeking to better serve their financial planning clients by developing process and tools for the personal side of money and for clients going through transitions. 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 the FPA’sNational Board of Directors, she currently sits on the National Football League’s Players Association’s Financial Education Advisory Board, and she 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), and her TEDx Wilmington Women talk is called, “Change launches you into the next great chapter of your life, whether you like it or not.” It can be found at:

She is the recipient of the Insiders Forum Iconoclast Award 2017.

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