Tax-Smart Retirement: Keeping More of What You’ve Earned

RUNTIME: 44:56

Discover how to make your retirement savings work harder for you in this webinar, Tax-Smart Retirement: Keeping More of What You’ve Earned. Designed for retirees and those nearing retirement, this session will reveal strategies to reduce your tax burden and create a lasting financial legacy for your family. Watch the full webinar now to gain personalized insights that align with your goals of preserving wealth, achieving peace of mind, and supporting future generations.

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.

Ella Radberg

Financial Planning Associate
Ella Radberg is a financial planning associate for Aspen Wealth Management, fulfilling a critical strategic support role in our client management process.

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