Estate Planning Essentials Navigating the Holidays with Peace of Mind

RUNTIME: 51:01

As the holiday season approaches, equip yourself with essential estate planning knowledge to secure your family’s financial future. Join our upcoming webinar on estate planning fundamentals, and discover how to preserve and pass on generational wealth, ensuring a meaningful and worry-free Thanksgiving and Christmas for your loved ones.

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.

Troy Fore, CFP®

Senior Financial Planning Associate
Troy Fore, CFP®, joined Aspen Wealth Management as a Senior Financial Planning Associate in 2023. An experienced professional with a background in investment, risk management, tax planning, and estate and legacy planning, Troy is dedicated to serving his clients.

View Our On Demand Webinar

Schedule A Free Consultation
Please provide your information and submit this form. Our team will be in touch with you shortly.