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
Susan Latremoille
Co-Founder & Partner
The Most Overlooked Leg of the Stool: Personal Planning as the Key to Exit Success
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...
ABOUT SUSAN
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.