Serving a Pre-Retiree and Retired Market with Non-Financial Services with Susan Latremoille

Among her extensive credentials and achievements, Susan Latremoille is a Certified Professional Retirement Coach and the partner and co-founder of Next Chapter Lifestyle Advisors. Observing a growing need to redefine retirement and embrace a broader vision for the life stage, Susan shares how the non-financial side — not just having enough savings — is a significant predictor of success in one's next chapter. A published author and sought-after keynote speaker with over 35 years of experience as a wealth advisor and firm owner, Susan shares her insights through coaching, webinars, and content designed to help advisors effectively reach and serve this dynamic demographic.

Featured Resources 

Susan on LinkedIn

Marianne on LinkedIn

Next Chapter Lifestyle Advisors

9 Steps to a RichLife Retirement by Susan Latremoille

Your Happiness Portfolio for Retirement: It's Not About the Money! By Marianne Oehser

Enjoyed This? You’ll Also Love:

Supporting Financial Professionals and Their Aging Clients

Enhancing Advisor Success: How to Add Value Beyond the Numbers Through Human Connection

Providing a Human-First Value Add for Clients and Advisors