Shaping Change: How To Respond When Life Disrupts Your Retirement Plan

Uniting the human and the financial.
There’s no such thing as a purely financial decision; the human element must also be considered. Financial visionaries Ross Marino and Susan Bradley unravel the retirement planning puzzle in a unique voice that empowers readers with the necessary skills to emerge as happier, more secure individuals. Shaping Change employs an easy-to-understand approach to help navigate life transitions.
You’ll learn to: • Become more comfortable, productive, and successful with your financial planning. • Future-proof your financial future with consumable, relatable content. • Implement training platform groundwork, which can turn financial advisors into financial transitionists.
Shape your personal financial trajectory with real-world guidance from renowned financial transitionists. Don’t be fearful of change. Welcome it as opportunity.

ROSS MARINO is founder of Transitus Wealth Partners and a thirty-year industry veteran specializing in helping individuals, families, and business owners make decisions through life's transitions.

SUSAN BRADLEY started Sudden Money Institute (SMI) in 2000, which later inspired the Certified Financial Transitionist® (CeFT®) designation and Financial Transitionist Institute (FTI). Susan’s media presence includes NBC’s Nightly News, CNN, NPR, The Wall Street Journal, and The New York Times.