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Helen Stephens, CFP®, EA

Nancy Williamson

Candace Scholz, CFP®, MS, MHA

Nathan Davis, CFP®, CFA

Jim Davis, CFP®

Matthew Quezergue, CFP®

Ella Radberg

Troy Fore, CFP®

Michelle Davila

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Aspen Wealth Management Advisors Named Best Financial Planners and Top Wealth Manager 2024 by D Magazine

December 11, 2024

Your Year-End Financial Checklist for 2024

December 11, 2024

Gratitude and Retirement: How the “Practice” of Being Thankful Can Improve Your “Second Act”

November 26, 2024

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Retirement Resolutions: Maximizing Fun, Minimizing Taxes, & Mastering Cash Flow

RUNTIME: 49:11

Join our final webinar of 2023, ‘Retirement Riches: Mastering Cash Flow, Mitigating Taxes, and Maximizing Fun,’ where our team at Aspen Wealth Management will guide you through essential strategies to help optimize your retirement journey. Learn how to navigate cash flow management, minimize tax burdens, and discover unique approaches to help make your retirement years not just financially secure but also filled with enjoyment and fulfillment.

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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Retirement Resolutions: Maximizing Fun, Minimizing Taxes, & Mastering Cash Flow

Webinar Speakers:

Jim Davis, CFP®

Candace Scholz, CFP®, MS, MHA

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