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Optimize Your Finances: Year End Tax Planning Essentials

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Whether you’re an individual taxpayer or a business owner, this webinar aims to equip you with essential knowledge to enhance your financial well-being and set a solid foundation for the future. In this webinar we share insights to help you:

  • Minimize your tax liability
  • Maximize deductions
  • Make informed financial decisions before the year ends

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.

Candace Scholz, CFP®, MS, MHA

Director of Financial Planning
Candace Scholz is a CERTIFIED FINANCIAL PLANNER™ professional and joined Aspen Wealth Management in 2015. Prior to joining the firm, she held various roles within the healthcare industry, from Director of Services to Physician Development. Dedicated and goal orientated, she is driven to evaluate and apply appropriate strategic solutions for our clients and their portfolios.

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