Join Christine Mathieu and Shawn Glogowski for a conversation about the role our relationship with money plays in the financial decisions we make. Through real-life client examples, they'll explore what wealth coaching is, how it complements financial planning, and why understanding the person behind the plan can lead to more thoughtful decisions and better financial outcomes.… Continue Reading Understanding the Person Behind the Plan
Through your 401(k), you have one of the most powerful tools available to reduce taxes, build personal wealth, and create flexibility outside of your business. This webinar will show you how to think about that plan more strategically as part of a much bigger picture. Join Angela Hall, CFP® from Note Advisors, for an educational webinar to show… Continue Reading Exit Rich Retire Secure Webinar
Succession planning isn’t just a financial decision. It’s one of the most personal decisions a business owner will make. It affects your legacy, your family dynamics, and the future of everything you’ve built. Join Tom Waring, Note Advisors Co-Founder and Business Consultant, as he walks you through navigating the complexities of succession planning so you… Continue Reading Succession Planning Webinar
