Note Advisors

10/21/2026

Philanthropy is about more than the amount you donate. It's about understanding what matters to you, making thoughtful decisions, and creating a plan that reflects your values and goals.

Join us on Tuesday, November 10, for Giving with Purpose: Small Steps, Greater Impact, featuring special guest Amber Slichta, Founder of Ambra Advising.

This educational webinar will explore how to:

-Identify what motivates your giving and what you hope to accomplish

-Ways to evaluate the impact of your charitable contributions

-Giving strategies, including donor-advised funds, direct charitable gifts, and charitable bequests

-How to create a giving plan that reflects your values and involves your family

-How financial and philanthropic advisors can work together to align your giving with your broader financial plan

Whether you're already actively giving or looking to be more intentional about your philanthropy, we hope you'll join us!

Learn more and register here:

Uncover the true essence of philanthropy with expert advice on intentional giving, strategies for giving, and creating a giving plan that reflects your values.

10/15/2026

Thank you to Katherine Vanderhorst and Amy Craven from C&V Senior Care Specialists, Inc. for sharing their expertise on planning for care as we age.

Katherine and Amy walked us through the senior care options available, what insurance does and doesn't cover, and how to proactively plan for our own future needs and those of our loved ones.

Thank you to everyone who joined us!

10/09/2026

What began as a small group of our clients coming together after the loss of a spouse has inspired us to create something with a broader purpose.

Introducing Life After Loss, a supportive community for anyone navigating life after the loss of someone important to them.

Through gatherings, educational events, and resources from local organizations and experts, our goal is to create opportunities for connection, learning, and support.

You don't have to be a Note client to participate. Whether your loss was recent or years ago, you're welcome here.

Learn more and join our email list to receive invitations to upcoming events and helpful resources from the Life After Loss community:

Connect with others who understand, gain access to trusted resources and professionals, and find guidance as you navigate life after loss.

09/30/2026

We’re proud to see Shawn featured in CEL’s 40 Stories for 40 Years!

From participating in CEL’s Core program in 2019 to becoming the sole owner of Note earlier this year, Shawn’s journey has been shaped by relationships, mentorship, and a commitment to continuing to learn and grow.

If you're a business owner looking to learn from other entrepreneurs and build meaningful connections along the way, CEL’s Core program is worth checking out.

09/24/2026

There’s a new friendly face at Note! 👋

We’re excited to welcome Erin to our team as our new Administrative Assistant.

As the first person you’ll see when you walk through our doors, Erin will be helping us make sure every client and visitor feels welcome from the moment they arrive.

We’re excited to have her on the team and look forward to introducing her to many of you in person.

Please join us in welcoming Erin!

09/16/2026

Join us for a webinar on Medicare & Retirement Planning with Liz Schyve, Medicare Benefits Consultant at Walsh Insurance, and our own Shawn Glogowski, Co-Founder and Principal at Note Advisors.

Liz will cover what you need to know about Medicare, while Shawn will discuss how healthcare decisions fit into your broader retirement plan.

If you’re approaching Medicare eligibility or retirement, we hope you’ll join us!

Register here:

Join us for an educational webinar about Medicare & Retirement Planning. Liz Schyve, Medicare Benefits Consultant at Walsh Insurance, will join Shawn Glogowski, Co-Founder and Principal at Note Advisors, to discuss what you need to know about Medicare and how healthcare decisions fit into your broad...

09/15/2026

What a beautiful day to come together for a great cause! 🇺🇸🏌️‍♂️

Thank you to everyone who joined us at Wanakah Country Club for our 10th annual Tee It Up for the Troops golf tournament.

We’re incredibly grateful to our sponsors, clients, volunteers, and golfers for helping make this event such a success. Together, since 2016, we’ve raised more than $1 million to support local veteran programs and National Tee It Up for the Troops initiatives.

Thank you for showing up, giving back, and honoring those who have served our country. We couldn’t do it without you! ❤️🤍💙

09/11/2026

Never Forget.

09/07/2026

As the sun starts to set on another summer season, we hope you enjoy your day with family and friends, making a few more memories together. Happy Labor Day!

09/01/2026

Happy Birthday to someone whose vision and dedication have helped make Note what it is today.

We’re grateful for everything Shawn does for our team and our clients. Please join us in wishing him a very happy birthday and a great year ahead!