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GROWTH & IMPACT WEEK SPEAKER LINEUP

 The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market,  from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm. 

MAIN STAGE,PANELIST

Marianne Oehser

CEPA , CRC

Co-Founder & Partner

The Most Overlooked Leg of the Stool: Personal Planning as the Key to Exit Success

Marianne Oehser retired twice during her 40-year career which included various senior marketing roles. She failed the first time because she didn’t know the things she now helps her clients understand.  She also contributed to the Gray Divorce...

ABOUT MARIANNE

Marianne Oehser retired twice during her 40-year career which included various senior marketing roles. She failed the first time because she didn’t know the things she now helps her clients understand.  She also contributed to the Gray Divorce stats, and went back to work helping global companies understand their customers and competitors. Twelve years ago, she tried retirement again and got it right this time. She is truly living the most rewarding and fulfilling part of her life and knows her clients can too. Four years ago, she partnered with Susan Latremoille to found Next Chapter Lifestyle Advisors. 

Marianne is a seasoned retirement and relationship expert committed to helping people create a happy, fulfilling “post-career” phase of their lives through her workshops, seminars, public speaking, and individual coaching. Marianne also works with singles and couples to successfully build and maintain healthy and rewarding relationships – after all, having a solid relationship is central to creating a happy, fulfilling life. She and Susan are on the faculty of Exit Planning Institute. 

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