Tax law 2018: what financial advisors need to know

Covisum is hosting a free webinar on January 30 at 11 a.m. Central where advisors can learn how to capitalize on opportunities from the change in the tax law. Hear from Joe Elsasser, CFP®, RHU®, REBC® and President of Covisum and Dave Cechanowicz, JD, MSFS, AIF® AEP and Senior Financial Planner with REDW Stanley, in this must-attend webinar.

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Posted in Tax, Tax Clarity, Tax Map, Tax Reform, Webinar, Financial Planning, Joe Elsasser, Taxes, Retirement Planning, Tax Cuts and Jobs Act, Tax Law, New Tax Law

Join us for a live demonstration of Tax Clarity

Covisum's mission is to improve lives through better decisions. Advisors and financial institutions rely on us to help them guide their clients to make the best financial decisions. That's why we create software and reports that visually illustrate the value of a good decision. Advisors can quickly recognize and identify opportunities to save their clients from leaving significant money on the table.  

Learn more about how we can support you and your business at one of our upcoming live

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Posted in Software Programs, Tax, Tax Clarity, Tax Map, Tax Reform, Training, Support, Webinar, Demo, Financial Planning, Clients, Advisor, Grow your business, Features, Tax Law, New Tax Law

5 Things To Start, Stop, And Keep Doing With Your Financial Practice In 2018

The New Year traditionally brings resolutions, some of which actually will be kept. Financial advisors should go beyond promising to lose weight and work out more to think about ways to build their business. Here are some suggestions:

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Posted in Marketing, Marketing Strategies, Risk, Financial Planning, Downside Risk, Social Security Benefits, Retirement Planning

Covisum's president, Joe Elsasser, CFP®, featured in Financial Planning

It's no secret, Joe Elsasser, our company president uses Covisum technology to reinforce measurable value for his own clients in his personal financial practice. He was recently quoted in Financial Planning:

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Posted in Software Programs, FinTech, Financial Planning, Technology, Tech, Joe Elsasser, Referals