Cybersecurity Essentials: Protecting Your Digital World

RUNTIME: 48:24

Join Jim Davis, CFP®, and Ella Radberg for a cybersecurity discussion featuring Page Adlington, Senior Manager at Charles Schwab Advisor Services. In this fireside chat style webinar, Page discusses your questions on a wide range of topics — including password strength, malware protection, email phishing, and how you can protect yourself online.

Webinar Speakers:

Jim Davis, CFP®

Senior Wealth Advisor
Jim Davis, CFP®, joined Aspen as a Senior Wealth Advisor in 2021. In this role, he provides comprehensive financial planning and develops strategies for clients that address their financial, investment, insurance, tax, and estate planning needs, with particular expertise in serving the unique challenges of small business owners.

Page Adlington

Senior Manager, Business Consulting and Education
Page Adlington is a senior manager for Charles Schwab & Co., Inc. As a member of Schwab’s technology consulting team, Ms. Adlington provides hands-on guidance and consulting support to help investment advisors realize their aspirations for independence, growth, efficiency, and profitability. Through interactive workshops as well as one-on-one consulting engagements and speaking events, Ms. Adlington helps RIAs in various areas, including developing and refining technology and operations strategy, implementing strong practice management best practices, client journey mapping, cybersecurity policies, and enhancing their end-client experience through enhanced workflow and technology integration.

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