Invest with Confidence: 10 Principles to Strengthen Your Retirement Portfolio

RUNTIME: 48:26

We all want to create a portfolio that allows us to live a carefree and unique retirement. The hard part is understanding how to get started. In our latest webinar, Jim Davis, CFP®, and Troy Fore, CFP®, aim to guide you through creating a personalized investment plan based on marketing principles and practical financial wisdom.

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.

Troy Fore, CFP®

Senior Financial Planning Associate
Troy Fore, CFP®, joined Aspen Wealth Management as a Senior Financial Planning Associate in 2023. An experienced professional with a background in investment, risk management, tax planning, and estate and legacy planning, Troy is dedicated to serving his clients.

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