About Next Chapter Lifestyle Advisors
CERTIFICATE IN NEXT CHAPTER PERSONAL PLANNING™

Your Clients Have a Financial Plan. What They're Missing Is a Life Plan.

75% of business owners regret selling within 12 months, not because the deal was bad, but because they weren't personally ready. The Certificate in Next Chapter Personal Planning™ gives you the framework to change that. Before the deal closes. Before the transition stalls.

RESERVE YOUR SEAT - MAY 28 →
 

5

WEEKLY ONLINE SESSIONS - 90 MINUTES EACH

BEGINS MAY 28

FOUNDING COHORT START DATE
THE MOMENT MOST ADVISORS MISS

There Is a Gap Between

Financial Readiness and

Personal Readiness.

You Were Only Trained for One.

 

What often goes unaddressed is not the transaction, but the personal transition within it.
 

For Certified Exit Planners, it's the often overlooked third leg of the stool, the personal side of planning that shapes what happens after the deal is done. It runs through every gate of the exit planning Value Acceleration Methodology, not just at the end, and shows up long before a client is ready to exit. 

The personal side of planning is not only for business owners. It’s for anyone standing at the edge of what comes next. For financial advisors, this is what allows the financial plan to reflect how a client actually wants to live in their next chapter.

The Certificate in Next Chapter Personal Planning™ changes this missing piece. In five live online sessions, you gain a clear framework, practical tools, and the professional language to address the personal side of transition, without scope creep, without becoming a therapist, without abandoning your professional identity.

You stay in your lane. You go deeper in it.

THE CERTIFICATE PROGRAM

Five Sessions.

A Framework You Use From Day One. 

Five consecutive weeks. 90 minutes each. Live online with Susan Latremoille and Marianne Oehser. These are working sessions . You apply the frameworks, discuss real client situations, and leave each week with resources you can use immediately.

MAY 28 - 12 - 1:30 PM ET

01| Why Personal Planning Matters

Understand personal planning and why it is central to successful transitions. Explore the Personal Readiness Gap™ and how advisors can address it within their professional role.

JUNE 4 - 12 - 1:30 PM ET

02| Discovering Personal Readiness in Clients

Identify the early signals, the hesitation patterns, the deflections, the red flags behind the questions that appear weeks before a deal stalls or a transition loses momentum.

JUNE 11 - 12 - 1:30 PM ET

03| High Impact Readiness Conversations

Use proven conversation frameworks and language guides to open the personal readiness dialogue naturally and professionally. Know exactly what to say, how to say it, and where your role ends and who to call.

JUNE 18 - 12 - 1:30 PM ET

04| The Happiness Portfolio® Roadmap

Apply the Happiness Portfolio® — an eight-area life framework developed through real client work to help clients design the life they're transitioning into, not just the one they're leaving behind.

JUNE 25 - 12 - 1:30 PM ET

05| Integrating Personal Planning Into Practice

Build personal readiness into your existing client model without adding overhead, without scope creep, with a clear process that strengthens retention and deepens trust well beyond the transaction.

THE MISSING PIECE

What You Will Gain.

Keep Things Moving

You recognize signs of personal unreadiness earlier, helping reduce second guessing, stalled transitions, and loss of momentum.

Stay Connected

You remain part of the client’s world beyond the transaction/transition, continuing to support the relationship and their ongoing financial needs.

Deepen Relationships

You take a more holistic approach by integrating personal planning into financial conversations, including their partner when relevant, setting your practice apart.

Grow Your Practice

You create more opportunities for referrals, professional collaboration, and experiences clients are more likely to share.

WHO THIS IS FOR

The Advisor Who Already

Sees What's Missing.

THIS IS FOR YOU

âś“ You are a CEPA, financial advisor, value advisor, or CPA working with business owners, executives, or professionals navigating exit or career transition, and possibly your own.
âś“ You want a professional framework for a conversation you're already being pulled into so you can have it with confidence instead of improvising.
âś“ You want to remain the trusted advisor through and beyond the transition , not just up to the close.
âś“ You want tools you can use in your next client meeting, not a certification that sits on a shelf.

THIS IS NOT FOR YOU IF....

âś• You are looking for a quick credential to add to your LinkedIn headline without doing the work behind it.
âś• You want theory without practical tools you can use in client meetings immediately.
✕ You aren't interested in taking a holistic approach to your client's life and well being.
WHAT'S INCLUDED

Everything You Need to

Start Using It With Clients.

Five Live 90-Minute Sessions

 With Susan Latremoille and Marianne Oehser.

May 28 · June 4, 11, 18, 25 · 12–1:30 PM ET. Interactive sessions, not lectures.

Certificate in Next Chapter Personal Planning™

 Upon completion of all modules and knowledge checks. Qualifies for 9 CE credits with Exit Planning Institute and CFP Board (Canadian approval pending).

12 Months of Proprietary Tool Access

 Next Chapter Lifestyle Scorecard™ ·  Personal Readiness Scan™ · Happiness Portfolio® Framework · and more client-ready resources.

Conversation Scripts & Language Guides

 Exactly what to say to open a personal readiness conversation professionally, including where your role ends and who to involve.

First Movers Membership

 12 months of access to the Next Chapter First Movers Member area to deploy resources with clients from day one. Renewed annually at $300/year.

Founding Cohort Rate

 $1,597 CAD/USD (includes First Movers Membership for one year) — the lowest this program will ever be offered. September cohort increases to $1,897. This rate will not return.
THE PROGRAM LEADERS

Built on Decades of

Real Client Work.

Susan Latremoille

CO-FOUNDER, NEXT CHAPTER LIFESTYLE ADVISORS

CEPA · CPRC · FEA · ICD.D · MBA

Susan spent 38 years at Merrill Lynch, RBC, and Richardson Wealth advising business owners and executives through the most significant transitions of their professional lives. She sold her own practice in 2019 and experienced the personal side of transition firsthand. This program reflects both her professional experience and her own journey. Nothing in it is theoretical.

Marianne Oehser

CO-FOUNDER, NEXT CHAPTER LIFESTYLE ADVISORS

CEPA ·  CPRC · Certified Relationship Coach

Marianne brings a background in management and lived experience navigating several major career transitions. As a Certified Professional Retirement Coach, she has spent over a decade developing practical frameworks that help people navigate major life changes with greater clarity and intention. The Happiness Portfolio® was built through her work with real clients.

TOGETHER

Next Chapter Lifestyle Advisors focuses on the part of transition that is often overlooked, how prepared someone is for life beyond the business. They help advisors and business owners bring structure to the personal side of transition, identity, purpose, lifestyle, and readiness for change, and integrate it into financial and business planning.

Susan and Marianne serve as faculty for the Exit Planning Institute CEPA program, teaching the Personal Planning module. They both hold the CEPA designation. Every resource in this certificate was developed through real client work and refined across hundreds of real conversations. The frameworks work because they were built to work, not because they sounded right.

ABOUT THE PROGRAM

Explore the Program and

What You'll Learn

WHAT ADVISORS SAY

In Their Own Words.

 Overlooking personal readiness is one of the greatest risks in exit planning. When owners lack a clear vision for what comes next, they may delay key decisions, second-guess the process, or face challenges after the transition. This is an area where advisors will benefit from great support and training.
 
 ~ Kevin B.
 

FINANCIAL ADVISOR

 When I sold our advisory practice, I had done the work on two of the three legs of the exit planning stool. The personal side was the one I had given the least attention to, and it is the one most business owners overlook entirely. The industry has not given advisors the training to address the personal side of transitions as comprehensively as the financial side. That is not a failure of individual advisors. It is an opportunity.
 

~ Heather B. 

CERTIFIED EXIT PLANNING ADVISOR

 A well-structured exit plan means little if the owner isn’t ready to exit. Advisors need better ways to assess and develop personal readiness.
 
~ Bob W,
 
CEPA, EXIT PLANNING SPECIALIST
PRICING & ENROLLMENT

Be part of the First Cohort and

Become a First Mover. 

The May 28 cohort is the first time this certificate has been offered at this rate. It will not return after this cohort closes.

FOUNDING COHORT
May 2026 · Starts May 28
 

$1,597

CAD / USD
5 sessions · May 28 to June 25

  • Includes the full Certificate program ($1,297) and one year of First Movers Membership ($300), giving you access to personal planning resources to use with clients from day one.
  • Membership renews annually at $300 in 2027 based on registration date.
OCTOBER 2026
Starts October 15
 
 

$1,897

CAD / USD
5 sessions

STARTING 2027
 
 

$2,297

CAD / USD
5 sessions 

âś“ Five live 90-min sessions with Susan & Marianne
 
✓ Certificate in Next Chapter Personal Planning™
 
✓ Qualifies for 9 hours CE credits CFP Board and Exit Planning Institute, Canadian approval pending). 
 
âś“ 12 months of proprietary advisor resource access to use with clients
 
âś“ First Movers Member Area to access resources (12 months)
 
âś“ Conversation scripts & language guides
YES - RESERVE MY SEAT IN THE MAY 28 COHORT →
PRICING AND ENROLLMENT 

The Clients Who Need This 

Are Already in Your Book

You don't need to find new clients. You need a better framework for the ones you already have. The ones who are close to crossing over and need someone who can see more than the numbers.

RESERVE MY SEAT | MAY 28 →