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Safeguarding Your Future: Exit Planning Essentials for Small Business Owners

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In this enlightening webinar, we delve into the crucial strategies that pave the way for a successful business transition. Helen and Jim take a look at:

  • Maximizing the value of your business
  • Legal considerations
  • and crafting a seamless succession plan

Webinar Speakers:

Helen Stephens, CFP®, EA, CEPA

President and CEO
Fueled by her passion for helping clients address their concerns and fears around money and how it impacts their families, Helen Stephens, CFP®, EA, CEPA, founded Aspen Wealth Management in 2011. Her leadership is driven by more than 25 years of experience specializing in retirement and tax planning for those nearing and transitioning into retirement.

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.

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