Exit Planning Institute - Find a CEPA

Susan spent over 35 years as a wealth advisor assisting clients to financially plan for their retirements. She saw a common thread among her clients. Having enough money to retire was only a piece of the retirement puzzle. It was the non-financial side that had the greatest impact on the predictability of a successful retirement.

Susan is Co-Founder and Partner in Next Chapter Lifestyle Advisors and a certified Retirement Coach (CPRC). She is a Certified Expert Level Practitioner of SuccessFinder, a powerful assessment that helps clients gain clarity about what motivates them and their lifestyle priorities so they can plan their ideal next chapter.

Susan is a CEPA, a Family Enterprise Advisor, FEA, and an Executive MBA. Susan is a former board member of Richardson Financial Group and holds her ICD.D designation (Institute of Corporate Directors). She and her partner, Marianne Oehser, are on the faculty of Exit Planning Institute.

She is the author of The RichLife – Managing Wealth and Purpose, It’s Not Just about the Money – The Whole Life Approach to Wealth Management, co-author of On the Shoulders of Atlas- a Story about Transitioning a Family Owned Business and co-author – Thriving Throughout Your Retirement Transition.

Her newest book, 9 Steps to a RichLife Retirement: Live Well, Give Back. Leave a Legacy, is a roadmap for thriving in retirement.

Susan is a world traveler, mom, grandmother, certified yoga teacher, and roof-top gardener.

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Her newest book, 9 Steps to a RichLife Retirement: Live Well, Give Back. Leave a Legacy, is a roadmap for thriving in retirement.

Susan is a world traveler, mom, grandmother, certified yoga teacher, and roof-top gardener.

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SUSAN LATREMOILLE

SUSAN LATREMOILLE

120-Day CEPA Playbook: Download the Playbook

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Confidential Estate Planning Form

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Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

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The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology

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