Career transitions, whether planned or unexpected, trigger a barrage of time-sensitive financial planning questions. How much money do you need to fund your bottom line? What steps can you take to maintain health insurance coverage between jobs? In this course, longtime financial adviser Winnie Sun answers these questions and more, providing practical advice designed to help you survive a gap in income triggered by a layoff or career change. Discover how to leverage your assets during a transition, get your spending under control, and create a financial first-aid kit designed to help you plan your next steps. Plus, learn how to use COBRA to keep your insurance, roll over retirement funds, and start a new job with renewed financial goals.
- Winnie Sun #WinnieSun 🗣 25+ billion impressions shared | Forbes Ranked Award-Winning Financial Advisor | CNBC FA Council Personal Finance Educator and Media Brand Spokesperson | Managing Partner of Sun Group Wealth Partners
Winnie Sun is a financial advisor, speaker, entrepreneur, and patient optimist who is committed to helping.
Winnie is regular contributor to Forbes, a CNBC financial advisor council member, and the regular money personality on Good Day LA. She has more than two decades of experience managing money for high-net-worth individuals, advising companies and small businesses. Throughout her career, she has appeared on some of the biggest business programs and channels in America—including CNBC, ABC, CBS, Fox Business Network, and dozens of local network affiliates—to help viewers better understand their money.
While still a college student, Winnie started a television audience consulting company, signing hit shows and big networks, including America’s Funniest Home Videos, Judge Judy, Wheel of Fortune, Jeopardy, and MTV pilots. She even became a voting member for the Emmys. During her television downtime, Winnie studied personal financial planning at UCLA. Right before completion of the program, Winnie was hired as a financial advisor at Smith Barney. She sold her television audience production business, and put on her first suit.
After more than a decade at Smith Barney, Winnie left to form Sun Group Wealth Partners with her partner Brandon Chang. In 2011, they left the big firm and started their own boutique practice.
Winnie now lives in Southern California with her husband and three young sons.
Skills covered in this course
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