Featured Speakers

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KEYNOTE PRESENTATIONS

Susan_Headshot2.jpg THE IMPLIED PROMISE OF FINANCIAL PLANNING

Susan K Bradley, CFP®, CeFT®

Founder, Sudden Money Institute and the Financial Transitionist® Institute


Susan Bradley, CFP®, CeFT® is the founder of the Sudden Money® Institute, which began 20 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’s National Board of Directors, she has served 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 a founding member of the Nazrudin Project studying the psychology of money since 1994. 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 here.

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



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WATCH LOUIS VOLLEBREGT LIFE PLAN GEORGE KINDER

George Kinder
Founder, Kinder Institute of Life Planning


Harvard-educated George Kinder revolutionized financial advice for over 30 years by training over 3,000 professionals in 30 countries in the field of financial Life Planning. He founded the Kinder Institute of Life Planning in 2003 after 30 years as a practicing financial planner and tax advisor.


In his new book, A Golden Civilization and The Map of Mindfulness, Kinder draws on 50 years as a mindfulness practitioner, over 30 years as a mindfulness teacher, and his experience training financial advisors globally to challenge the basic concepts of economics, our understanding of democracy, of space-time, and our own hearts. His objective is to bring greater levels of Freedom everywhere.

Other books include The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You, Transforming Suffering into Wisdom, as well as a book of photography and poetry, A Song for Hana. He regularly appears on radio, television, and podcast programs and has given speeches at professional conferences on five continents.




DanRoam1200__2_.jpg THE BACK OF THE NAPKIN: VISUAL STORYTELLING FOR THE FINANCIAL FUTURE

Dan Roam

Founder, Digital Roam

Dan Roam is the author of five international bestselling books on visual storytelling which have been translated into 31 languages. "The Back of the Napkin: Solving Problems with Pictures" was named by Fast Company, The London Times, and BusinessWeek as 'Creativity Book of the Year.' Dan's latest book, "Draw to Win" debuted as the #1 new book on amazon.com in the categories of Business Communications and Sales and Marketing. Dan has helped leaders at Google, Microsoft, CapitalOne, Fidelity, Wells Fargo, the US Navy, and the New York Federal Bank of Reserve clarify complex problems through visual thinking. Dan and his whiteboard have appeared on CNN, MSNBC, ABC, CBS, Fox, and NPR. 

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