1. established in 2000 Planning for Life Transitions and Good Decisions Copyright 2009 Susan BradleyAll Rights Reserved.Sudden Money Institute The industrys thought-leader in transitions planning

2. 3. 4. Life Transition Events

Windfall

Major career change

Insurance settlement

Retirement

Sudden loss

Pro sports contract

Change in health

Marriage

Loss of parent

Loss of spouse

Divorce

Sale of Business

Copyright 2009 Susan BradleyAll Rights Reserved. 5. Copyright 2009 Susan BradleyAll Rights Reserved.It starts with an ending 6. Whats Going On?

Physical Stress Response

PsychologicalEmotions

SociologicalFamily and Friends

Financial Change can be increase,decreased or none

Copyright 2009 Susan BradleyAll Rights Reserved. 7. Copyright 2009 Susan BradleyAll Rights Reserved.Common Challenges

Short attention span

Lack of follow through

Outside Influences

Emotionally turbulent

Unrealistic expectations

Early confidence

Disagreements between spouses

Competing goals

8. ChangeCan Be Stressful

Ancient brain

Cognitive distortion

Short attention span

Poor concentration

Fear based short-term thinking

Copyright 2009 Susan BradleyAll Rights Reserved. 9. Copyright 2009 Susan BradleyAll Rights Reserved. 10. Own The Moment Short List DFZ First Season 2009Susan K. Bradley 11. Copyright 2009 Susan BradleyAll Rights Reserved.Three-Headed Communication One page summary with sequenced graphics Shared terminology Accommodates all three learning styles 12. Copyright 2009 Susan BradleyAll Rights Reserved. 13. Copyright 2009 Susan BradleyAll Rights Reserved. 14. 15.

Sudden Money Institute

10 Huntly Circle

Palm Beach Gardens, FL 33418

888-838-9446

www.suddenmoney.com

[email_address]

Copyright 2009 Susan BradleyAll Rights Reserved.