Latest / Legacy Builders: Strategies for Building Successful Family Enterprises
Designing the Next Chapter: Retirement Planning for Purpose, Identity, and What Comes Next
In this episode, we’re joined by Susan Latremoille, Co-Founder and Partner at Next Chapter Lifestyle Advisors. With more than 35 years of experience as a wealth advisor, including leadership roles on RBC’s Chairman’s Council and the board of Richardson Wealth, Susan now helps clients and advisors plan for the human side of life transitions. As a Certified Exit Planning Advisor and Retirement Coach, she invites us to rethink what comes after the sale of a business or the end of a career, not just financially, but emotionally and personally. We discuss how to clarify purpose beyond work…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.