Understanding the Person Behind the Plan

Heather Ryan on July 6, 2026

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.

What We’ll Cover:

  • Discover what wealth coaching is and why it has become an integral part of our planning process
  • Learn how your beliefs, experiences, and emotions around money shape the financial decisions you make.
  • Hear real-life client stories that illustrate how wealth coaching and financial planning work together.
  • Explore why understanding the person behind the plan can lead to better financial outcomes.
  • Walk away with practical insights you can apply to your own financial journey

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Exit Rich Retire Secure Webinar

Heather Ryan on May 5, 2026

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 you how to think about your 401(k) plan more strategically as part of a much bigger picture. This webinar is designed for business owners looking for smart strategies to exit rich and retire secure.

What We’ll Cover:

  • Why your business shouldn’t be your only retirement plan
  • How to turn business profits into personal, tax-efficient wealth
  • Strategies to reduce taxes through smart retirement planning
  • How to align retirement planning with your succession strategy

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Succession Planning Webinar

Heather Ryan on April 22, 2026

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 can create a path forward that brings clarity, protects relationships, and gives you confidence in what comes next.

This webinar is designed for business owners and successors who want a clearer path to navigating the complexity of succession planning.

What We’ll Cover:

  • How soon should a business owner begin succession planning?
  • Figuring out where you are in the life expectancy of your company
  • Holding people capable and having effective integrity-based conversations
  • Understanding your values and vision, and finding people who share it
  • The importance of collaborative professionals

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