Portland, Maine – (January 02, 2012) – Susan Veligor, CFP®, recently completed a five-day training program, called “Inward Bound” hosted by the Sudden Money® Institute (SMI). The workshop, held in Key Largo, Florida, included an elite group of leading experts in the area of Financial Transition Planning.
During the Inward Bound training, Veligor developed new skills involving practical solutions for working more effectively with clients who are navigating through financial and life transition events.
“The conference gave me tremendous insight into the challenges people face when managing new “sudden” money— the stress it creates, the pressure people may receive from family members and the poor decisions that may be made as a result of this stress and pressure,” said Veligor.
“Part of my role as a financial advisor is to help people who find themselves in the high pressure situation of a financial windfall and guide them to a place of confident and informed decision making. This conference gave me additional tools for success in that role.”
Veligor was one of 25 leading financial and life-planning advisors from across the nation to attend the Sudden Money Institute’s Inward Bound training. SMI has developed specialized tools and protocols that use proven planning models to help advisors coach their clients’ through life-changing financial transitions.
About Cornerstone Financial Planning
Cornerstone Financial Planning has been providing unbiased and client-focused financial planning services in Maine, New Hampshire, and Northern Massachusetts since 2004. As Certified Financial Planner® practitioners and NAPFA Registered Financial Advisors, Cornerstone helps its clients through financial transitions and moves them toward more confident decision making for the long-term. For information, go to www.cornerstoneplanning.com or call (603) 431-1133 in New Hampshire and
(207) 772-8133 in Maine.
About The Sudden Money® Institute:
The Sudden Money® Institute is known as the national leader in financial transitions planning, tools, strategies and practice management. While “transition” is the now one of the most frequently-used words in the financial services industry, SMI was an early pioneer in this arena. Founded by Susan K. Bradley, CFP® in 2000, SMI began developing processes and protocols that involve understanding a client’s emotions and actions during life and money-changing events. SMI has more than 70 accredited advisors are experts in the art and science of transition and the optimal way to guide clients through life-changing times. For more information visit: www.SuddenMoney.com.