Planning Your Retirement: Six Critical Steps for a Secure Future

RUNTIME: 49:05

Is retirement on your horizon? In this webinar, we will uncover six critical steps for a seamless transition into retirement.

Jim Davis, CFP®, Senior Wealth Advisor, and Ella Radberg, Financial Planning Associate, share some practical advice on maximizing savings, optimizing healthcare, and making the transition to retirement as rewarding as possible.

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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