Susan Latremoille, FEA, MBA, ICD.D, CRC



Phone: 6473931785

Location: Toronto , _CA

Speaking Topics: The Strategic Value or Offering Non-Financial Retirement Lifestyle Planning to Grow Your Financial Advisory Business, 3 Secrets of a Happy Retirement , The RichLife

Areas of Specialization: working with financial advisors and their clients, Successfinder assessments, webinars, training

I am a partner and co-founder of Next Chapter Lifestyle Advisors and a certified retirement coach. I spent 38 years as a wealth advisor helping clients plan their financial futures. I saw many of my clients struggle with the transition to retirement which led me to non-financial retirement planning. At Next Chapter we have a program for Financial Advisors, and a program for individuals and couples transitioning into retirement. I have authored several books, the latest one published in 2022, is 9 Steps to a RichLife Retirement - Live Well, Give Back, Leave a Legacy.