The Smart Approach to Retirement: Optimize Your Income Minimize Your Taxes

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Are you getting closer to retirement? Jim Davis, CFP® and Troy Fore, CFP® discuss:

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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