The September 2022 Business Success Knowledge Circle will be held on Tuesday, September 13th at 3 pm ET.
Guest speakers Susan Latremoille and Marianne Oehser will be presenting, "Non-Financial Retirement Lifestyle Planning."
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"
Key Takeaways:
Attend this session and you will walk away with a unique way to:
- add value to your clients
- differentiate yourself from other advisors
- create referral opportunities for your practice
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, powerful assessment that helps clients gain clarity about what motivates them and their lifestyle priorities so they can plan their ideal next chapter.
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.
Marianne has spent the past ten years help people successfully move from the career phase of their lives into their next chapter.
She 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.
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!