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, reignite curiosity, and shape a next chapter filled with growth, meaning, and connection.You’ll hear how Susan supports people in rediscovering dormant interests, building new social circles, and navigating the identity shifts that often accompany retirement. Whether you’re advising clients through a transition or preparing for one yourself, this conversation offers grounded, practical insight into making the most of what’s next.About Susan LatremoilleSusan spent over 35 years as a wealth advisor, helping clients plan financially for retirement. Over time, she saw that financial readiness was just one part of the equation. The emotional and lifestyle aspects often had the greatest impact on whether clients thrived. This insight led her to co-found Next Chapter Lifestyle Advisors, where she now works as a certified Retirement Coach (CPRC), guiding individuals through meaningful, purpose-driven transitions.She is a Certified Expert Level Practitioner of SuccessFinder, a CEPA, a Family Enterprise Advisor (FEA), and holds an Executive MBA. A former board member of Richardson Financial Group, she also holds the ICD.D designation from the Institute of Corporate Directors. Alongside her partner, Marianne Oehser, Susan teaches at the Exit Planning Institute. She is the author of The RichLife – Managing Wealth and Purpose, It’s Not Just About the Money, and co-author of On the Shoulders of Atlas and Thriving Throughout Your Retirement Transition. Her newest book, 9 Steps to a RichLife Retirement, offers a practical roadmap for living well, giving back, and leaving a legacy.Resources discussed in this episode:Exit Planning InstituteJohn Deere DealershipHappiness Portfolio TIGER 219 Steps to a RichLife Retirement: Live Well, Give Back, Leave a LegacyContact Cory Gagnon | Beacon Family Office at CI Assante Wealth Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [e-mail] Susan Latremoille | Next Chapter Lifestyle Advisors: Website: nextchapterlifestyleadvisors.comLinkedIn: Susan LatremoilleEmail: [e-mail]: 647-393-1785 We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.