Covisum Financial Planning

Posted on June 22, 2017

There's traditional financial planning... and there's Covisum financial planning. 

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Posted in Tax Clarity, Social Security Timing, SmartRisk, Software Programs, Training, Support, video

On-demand webcast: how to talk risk with clients

Posted on June 21, 2017

The advisor and the quant

What do clients need to know about risk? Is a portfolio too risky? When and how should you rebalance?

In this on-demand webcast, advisor Joe Elsasser, CFP®, and quant Ron Piccinini, Ph.D., shed light on portfolio risk topics that are important for building trust with your clients. Effectively estimating and communicating a client's risk can help them avoid behavioral mistakes, significantly impacting their bottom line. 

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Posted in portfolio risk, SmartRisk, Risk, Webcast, Webinar, On-Demand Webcast, video

Live Software Demonstrations for Financial Advisors

Posted on June 12, 2017

Join us for a live demonstration of our software

Covisum provides financial advisors with software, training and support to deliver retirement income plans that improve the lives of clients by facilitating better retirement decisions. 

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Posted in Tax Clarity, Tax Map, Social Security Timing, Social Security, Training, Support, Covisum Team