Lauren DeGroot, Arrow Group member

Lauren DeGroot is an associate advisor at Sequent Planning, LLC, an Omaha-based investment advisory and financial planning firm.

Her practice is focused specifically on helping people with major retirement-related decisions, including when to take Social Security, when to draw from various retirement accounts and how to manage risk and taxes throughout retirement. As a member of The Arrow Group, we wanted to check in with Lauren and ask her a few questions.

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Posted in Blog, Client Events, Industry Advice, Marketing Strategies, Planning Techniques, Software Programs, The Arrow Group

Is 'fiduciary' a mindset?

There are 144 days until the Department of Labor Fiduciary Rule goes into effect.

How will this new rule affect your business? How will it change the industry? What does it mean for Covisum® product subscribers and The Arrow Group members?

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Posted in Blog, Department of Labor, Fiduciary Rule, Social Security Timing, Tax Clarity

Upcoming live webinars

Join us for a live webinar showcasing resources, case studies and results that can impact your business. Get your questions answered and hear what other industry professionals are thinking about.

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Posted in Uncategorized

ThinkAdvisor: black swans, Trump's victory, DOL rule: black swan expert explains

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Posted in Blog, Fiduciary Rule, In The News, Industry Advice, Risk, SmartRisk

How advisors should talk taxes with clients

The elephant and the snowball

Taxes are a critical piece in retirement planning, yet most financial advisors avoid discussing the topic for several reasons. First and foremost, they fear violating federal regulations or industry standards that limit who can provide "tax advice."

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Posted in Blog, Department of Labor, Fiduciary Rule, Free Download, Tax Clarity, Tax Map, White Paper

Our team is growing

Covisum® is pleased to announce the addition of Katie Godbout as marketing strategist. From handshakes to high fives, Katie adds the right mix of smarts and smiles to the Covisum team.

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Posted in Covisum Team, Marketing