Helping People Put Life At The Centre Of Their
Retirement Lifestyle Plan.

Helping People Put Life At The Centre Of Their Retirement Lifestyle Plan.

Retirement planning should be about more than just crunching numbers.
And 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’ll get your audience excited about taking their financial planning and wealth advisory practice from high-tech to high-touch. With 38 years of experience in the wealth advisory industry, Susan offers a variety of inspiring and educational keynote speeches for your live or virtual conference, meeting, client event, or professional development program.

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.
Susan Latremoille

Meet Retirement Lifestyle Speaker Susan Latremoille.

Meet Retirement Lifestyle Speaker Susan Latremoille.

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

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“Susan’s speech at the Sun Life Elite Advisors Conference hit the mark for me as a successful financial advisor. She inspired me to up my game…”

Certified Financial Planner

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“When I heard Susan speak, I knew she would make a great addition to our Family Enterprise Advisor Peer Group session. She understands the issues that clients face when they retire and has developed a holistic approach for financial advisors and clients alike.”

Wealth & Estate Planning Specialist

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“Susan delivered a CE-accreditation course at our annual conference. The room was brimming with financial professionals eager to learn and integrate retirement lifestyle planning approaches into their wealth practices. I am a true supporter of her knowledge and experience.”

Chief Client Growth Officer

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.

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