Loading Events

« All Events

Community Call: Challenges Faced by Retiring Business Owners and the Advisors Who Serve Them

June 16 @ 1:00 pm - 2:00 pm EDT

Selling the family business is a stressful and emotional process. Walking away from "the baby" a founder created is very hard to do. One of the things that makes it hard is the fear of the unknown that lies ahead “What will life-without-my-company be like? How should I plan my next chapter?” Join the discussion with Susan Latremoille, FEA, ICD.D, CPRC, MBA who specializes in working with advisors and their clients as they make this transition to their next chapter.

Event Details

When

()

Who Can Attend

This call is open to all members of our community.

Where

Online via Zoom.
A Zoom meeting link will be emailed to you prior to the event.

CE Credit

FEAs who attend this event will receive 1 continuing education credit towards their FEA designation annual requirement.

Contact

Presenters

Head shot Susan

 

Susan Latremoille, FEA, ICD.D, CPRC, MBA

Next Chapter Lifestyle Advisors

As a Wealth Advisor for over 35 years Susan assisted her clients to financially plan for their retirements and manage their investments and 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 a Co-Founder and Partner in Next Chapter Lifestyle Advisors, a former board member of Richardson Financial Group and an Expert Level SuccessFinder Practitioner. Susan is the author and co-author of several books including On the Shoulders of Atlas- a Story about Transitioning a Family-Owned Business. She is also a world traveler, mom, grandmother, certified yoga teacher, and roof-top gardener.