Cybersecurity for Retirees: Protecting Your Wealth in the Digital Age

RUNTIME: 49:40

Protecting your wealth in today’s digital world requires more than passwords and antivirus software. Cybersecurity for retirees is now crucial. By understanding the latest scams and taking the right precautions, you can significantly reduce your risk. In this webinar, Jim Davis, CFP®, walks us through real-world examples, proven security practices, and the steps to take if you ever encounter suspicious activity. We also highlight some of the red flags to look out for to help you avoid making the same mistakes as so many other unfortunate people.

Webinar Speakers:

Jim Davis, CFP®

CMO, 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.

Matthew Quezergue, CFP®

Senior Financial Planning Associate
Matt is  is a Senior Financial Planning Associate at Aspen Wealth Management. He is integral to new and existing client engagements, serving as second chair, taking meeting notes, and ensuring effective communication. Matt collects relevant client information to construct comprehensive financial plans and develops recommendations alongside the lead advisor.

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