Today, we have the privilege of hosting Susan Latremoille, an expert dedicated to helping financial planning professionals and business owners navigate the deeply personal side of transition. Whether it’s exiting a company, stepping out of a leadership role to retire, or planning what comes next after a fulfilling career, Susan brings a unique focus on the human dynamics that often get overlooked—such as identity, purpose, lifestyle planning, and readiness for change.

With a remarkable 38-year career as a financial advisor at top firms like Merrill Lynch, RBC, and Richardson Wealth, Susan sold her practice in 2019 to concentrate on guiding clients through the personal challenges that arise when leaving a business or career behind.

Susan is the Co-Founder and Partner at Next Chapter Lifestyle Advisors and a faculty member for the Exit Planning Institute’s Certified Exit Planning Advisor (CEPA®) Program, where she champions the importance of integrating personal planning with financial and business strategies. She holds multiple credentials, including CEPA, Family Enterprise Advisor (FEA), Certified Professional Retirement Coach (CPRC), Institute of Corporate Directors (ICD.D), and an Executive MBA.

Beyond her advisory roles, Susan serves on The Barrett Family Foundation board and its investment committee, is an acclaimed author, and has been recognized with leadership awards including the Hummingbird Award.

Join us as we dive into Susan’s insights on making transitions not just successful, but truly fulfilling, bringing heart and purpose to every step of the journey.

https://nextchapterlifestyleadvisors.com