Local Financial Advisor Joinsnational Leaders in Financial and Life Transitions Management
NEWS
FOR IMMEDIATE RELEASE
Contact:Joy Kirsch, CFP
(817) 267-9480
Local Financial Advisor joinsnational leaders in financial and life transitions management
Joy Kirsch learns cutting-edge skills to
Help clients through in life’s major transitions
Dallas, TX, November 15, 20011 - Joy Kirsch, CFP®, participated in a three-day training program hosted by the Sudden Money® Institute. The workshop, which was held in Palm Beach Gardens, Florida, focused on learning and practicing thelatest insights, tools and techniques in financial and life transitions management.
As a Sudden Money® Institute (SMI) accredited advisor, Ms. Kirsch is among an elite group of professionals with expertise combining the fields of financial planning with cutting-edge research in neurology, sociology and psychology. These techniques integrate the technical aspects with the human experiences of the person in transition.
“Using the techniques honed at the Sudden Money®Annual Conference, I’ve become highly skilled in the art and science of transition, making it easier to guide my clients more comfortably through turbulent and transformative times, “said Ms. Kirsch. “Traditional financial advisor training doesn’t really address emotions along with facts and figures, but the training provided by the Sudden Money Institute does.”
Ms. Kirsch was one of 25 financial and life-planning advisors from across the nation to attend SMI’s annual gathering. SMI has developed specialized tools and protocols that use proven planning models to help advisors coach their clients’ through life-changing financial transitions.
About Joy KirschCFP®
Joy Kirsch is a CERTIFIED FINANCIAL PLANNER™, a member of Sudden Money® Institute, a Certified Grief Recovery SpecialistSM, and the founding member of The Widow’s Journey™, a non-profit entity dedicated to educating widows. She is active in the Dallas Financial Planning Association and former chairman of the Ft. Worth Business & Estate planning Section of the Ft. Worth Bar Association. She graduated cum laude from the University of Dallas with a bachelor’s degree in Economics. For more information visit:
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:
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