Your Next Chapter Should be Rewarding and Meaningful. So Should Your Next Conference.
Retirement planning should be about more than just crunching numbers. And so should your next conference.
At Next Chapter Lifestyle Advisors, we bring a powerful message to audiences who are navigating or supporting major life transitions. Whether its business owners planning an exit, professionals stepping away from long careers, or advisors guiding clients through these changes, we help connect the personal side of planning with lasting impact.
With over 38 years of experience in the wealth advisory industry, Susan Latremoille delivers inspiring and practical keynote talks for advisors and their clients that go beyond financial strategies to explore what truly brings purpose and fulfillment in the next chapter.
Whether you are hosting a live or virtual conference, client event, training program, or professional development session, Susan brings insight, energy, and depth to every audience.
Choose a retirement planning presentation that speaks to your audience.
Choose a retirement planning presentation that speaks to your audience.
We help financial advisors, financial planners and wealth advisors add value for their retirement-age clients, stand out from the competition, and grow their practice with signature speeches that are high-energy and high-impact.
A Strategy for DIFFERENTATION: Non-Financial Retirement Lifestyle Planning
- Explore strategies to harness this opportunity to grow your business.
- Unlock secrets to value-based differentiation in the wealth management industry.
- Learn how to integrate non-financial retirement lifestyle planning into your financial advisory practice.
As the Wealth Management Industry goes HIGH-TECH Advisors need to go HIGH-TOUCH
- Embrace the power of meaningful client relationships to grow your wealth advisory practice.
- Unlock the potential of high-touch differentiation in the financial advisor/client relationship.
- Gain confidence to initiate and navigate non-financial conversations with clients and prospects.
Differentiation Opportunity for WOMEN: Empowering Female Advisors in the Wealth Management Industry
- Unlock the power to differentiate yourself as a female advisor.
- Gain insights into what living a RichLife™ in retirement means from a woman’s perspective.
- Learn how to grow your success in the wealth management industry, one conversation at a time.
Navigating YOUR OWN TRANSITON : Designing Your Next Chapter as a Successful Financial Professional
- Uncover the missing ingredients to a successful transition.
- Design your next chapter in a way that maximizes your happiness and enables you to live the RichLife™.
- Discover the secrets of successfully making the transition from financial professional to your own next chapter.
Client Facing Event
Beyond Finances: Crafting Your Retirement Lifestyle Plan
Retirement planning should be about more than just crunching numbers. And so should your next conference.
Retirement is one of life’s most significant transitions—whether you’re already there or preparing for it. This engaging presentation shows that a truly successful retirement goes far beyond money; it’s about creating a life that is rich in purpose, connection, health, and joy.
Through the concept of a Next Chapter Lifestyle Plan, participants discover how to invest their time with intention, drawing on insights from research, real-life examples, and lessons from the world’s longest-living communities. The session tackles common challenges—such as loss of identity and social disconnection—while offering clear, practical strategies to navigate them.
Attendees will explore how to adopt a RichLife™ mindset and design their own Happiness Portfolio®, covering eight essential areas of well-being. They’ll leave with actionable steps for blending lifestyle goals with their financial plan, ensuring a balanced, meaningful, and fulfilling retirement.
You will learn:
Meet Retirement Lifestyle Speaker Susan Latremoille.
Meet Retirement Lifestyle Speaker Susan Latremoille.
Susan Latremoille enjoyed a stellar 38 career as a wealth advisor before selling her wealth practice and co-founding Next Chapter Lifestyle Advisors in 2019 to help financial advisors and their firms provide lifestyle planning to their retiring clients.
Today, Susan is a sought-after speaker with a passion for inspiring advisors to up their game while benefiting their clients and growing their practice.
Susan is the published author of several books, including The Rich Life, Managing Wealth and Purpose, On the Shoulders of Atlas: A Story about Transitioning a Family Owned Business, and 9 Steps to a RichLife™ Retirement.
Susan holds an Executive MBA , the ICD.D and FEA designations and is a Certified Professional Retirement Coach (CPRC).
What people are saying about Susan
What people are saying about Susan
Some past keynotes and conference presentations
Some past keynotes and conference presentations
- Exit Planning Institute
- Academy of Life Planning
- Canada Life: AAP Fall Forum
- CIBC Private Wealth Mastermind
- Trade PMR Synergy 23 Conference
- FPA Knowledge Circle – Business Services
- BMO Private Wealth: Practice Management
- Sun Life Canada Elite Advisors Conference
- CFA Society Toronto: Annual Wealth Conference
- Sun Life Advanced Retirement Income Planning Roadshow
Contact Us
Get in touch
Fill out the form to get in touch with our team.
Contact Us
Get in touch
Fill out the form to get in touch with our team.