Business Success Knowledge Circle: Non-Financial Retirement Lifestyle Planning

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There is a convergence taking place in the wealth management industry -- it is both a threat and an opportunity.

The industry’s aspiration to be more holistic means advisors have to adopt new services. At the same time, the needs of your wealthiest client demographic are shifting, and there is increasing pressure to maintain loyalty in order to retain existing clients. In this presentation you will learn how being a “First Mover” will help you take advantage of the opportunity the unfolding convergence is creating. Presented by former Richardson Wealth Advisor, Susan Latremoille and Marianne Oehser- co-founders and partners in Next Chapter Lifestyle Advisors"

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

Co-Founder and PArtner

Next Chapter Lifestyle Advisors

Susan spentover 35 years as a wealth advisor assisting clients to financially plan fortheir retirements. She saw a common thread among her clients. Having enoughmoney to retire was only a piece of the retirement puzzle. It was thenon-financial side that had the greatest impact on the predictability of asuccessful retirement.

Susan isCo-Founder and Partner in Next Chapter Lifestyle Advisors and a certifiedRetirement Coach (CPRC). She is a Certified Expert Level Practitioner ofSuccessFinder, powerful assessment that helps clients gain clarity about whatmotivates them and their lifestyle priorities so they can plan their ideal nextchapter.

She is theauthor of The RichLife – Managing Wealth andPurpose, It’s Not Just about the Money – TheWhole Life Approach to Wealth Management, co-author of Onthe Shoulders of Atlas- a Story about Transitioning a Family Owned Business andco-author – Thriving Throughout Your RetirementTransition.

Marianne Oehser, CPRC, MM

Co-Founder and Partner

Next Chapter Lifestyle Advisors

Mariannehas spent the past ten years help people successfully move from the careerphase of their lives into their next chapter.

Sheis a seasoned retirement and relationship expert committed to helping peoplecreate a happy, fulfilling “post-career” phase of their lives through herworkshops, seminars, public speaking, and individual coaching.

Sheis a certified Retirement and Relationship Coach. Marianne holds a Masters ofManagement from Northwestern University Kellogg School of Management inChicago. She is the author of Your Happiness Portfolio^® forRetirement – It’s Not About the Money!