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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