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Exit Rich Retire Secure Webinar

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

Retirement Plan Best Practices Webinar

Beginning this year, higher-earning participants may be required to make catch-up contributions on a Roth (after-tax) basis. Roth catch-up contributions are taxed now but grow tax-free, giving participants a different way to plan their retirement tax strategy. Join Angela Hall, CFP® from Note Advisors, for an educational webinar to talk about these 2026 catch-up contribution changes. This webinar… Continue Reading Retirement Plan Best Practices Webinar