Join other top advisors from around the country for Covisum's Retirement Delivered Conference in Omaha, NE October 17th and 18th, 2024. You'll leave equipped to communicate and market your value as an advisor who is uniquely capable of delivering an exceptional retirement income experience to your clients.
Sessions begin at 8:30 am on Thursday the 17th and the Conference adjourns Friday at noon.
Wade Pfau, PhD, CFA, RICP®
Founder of Retirement Researcher
Dr. Wade Pfau has provided academic insights to some of the most practical challenges in the retirement income space. As the single most referenced retirement researcher according to SSRN, its difficult to find an area in our space that he hasn’t had a hand in influencing. From safe withdrawal rates, to methods for creating retirement income based on preference, to tax efficient harvesting patterns, his insights permeate much of the retirement income landscape today. Wade will headline the event with a presentation you won’t want to miss.
Dana Anspach, CFP®, RMA®
Founder and CEO of Sensible Money, LLC
Dana Anspach has grown her RIA firm, Sensible Money, organically by more than 10x over the last decade with Social Security and Tax Planning as central components of her holistic, planning oriented approach. Dana will present on her journey from a state registered investment advisor to a national firm with an active waitlist for clients. Her business represents a practical path of methodically building processes to consistently serve retirement income clients better. She’ll share insights on process, marketing, and even the mindset that continues to build incredible success for her clients and her firm.
Melinda A. Caughill, CSA
Co-founder at 65 Incorporated and i65 Medicare Optimization Software
Melinda, a co-founder of 65 Incorporated® and the i65® Medicare enrollment software, is a passionate Medicare expert. She provides unbiased guidance to seniors, families, and professional advisors. Melinda is also a captivating speaker and was recently named the top-rated speaker for 2023 for the Financial Experts Network. She's frequently featured in national news publications and consults with corporate giants like PBS and Macmillan Publishing, ensuring their teams and retirees can tap into her unmatched Medicare wisdom. Best of all, Melinda does NOT sell Medicare insurance. Her interest is simply her client's best interest.
Joe Elsasser, CFP®
Covisum Founder and President
Joe Elsasser is the Founder and President of Covisum and also a practicing advisor. He created Social Security Timing® in 2010. Covisum was founded in 2016 to reflect the company's expansion into a broader array of key retirement income decisions, with the launches of Tax Clarity® in 2016, SmartRisk™ in 2018, and most recently, Income InSight®. These tools are all based on streamlining or systematizing processes used in Joe's own planning practice the practices of other advisors Covisum serves. Joe will share insights learned from our most effective advisors and in working with his own client base.
According to recent research by Herbers and Associates, the two most highly sought services from advisors by consumers with at least $250k to invest are retirement planning and tax planning, but you already know that. You're already delivering at least part of the value proposition that has catapulted firms offering these services into some of the fastest growing firms in the country. The Retirement Delivered Conference is intentionally designed to combine the best of the "why," the "what," and the "how" into a single event, featuring speakers who have done the research and the practical work of implementing these processes into their practices.
In order to predictably and repeatedly deliver client value, advisors need to systematize processes. You'll hear from other advisors who have systematized various parts of the retirement income delivery process, from client intake, to meeting steps, to servicing. These advisors use Covisum tools for various parts of the process. You'll learn the daily steps they take to create a value delivery system for their retirement income clients.
Effective process forms the foundation for great marketing. When you are different and better than your competitors, you can cut through the clutter in a way that others can't. We'll be hosting an advisor panel on marketing, with a specific focus on advisors who are growing quickly with retirement income messaging in a variety of channels, from social media, to seminars, to book marketing and PR.
To cap off the conference, you will get an exclusive look at the new features and enhancements in Covisum software that can streamline your workflow, enhance your ability to deliver comprehensive retirement income planning, and cut through the marketing clutter.
The Retirement Delivered Advisor Conference will be held at:
Embassy Suites by Hilton Omaha Downtown Old Market
555 S 10th Street
Omaha, NE 68102
The discounted room block rate is no longer available. You are welcome to reserve a room online here.
Eppley Airfield (OMA) is located 4 miles from the event hotel. Please visit the hotel’s website for directions and current parking rates.
Registration may be cancelled until Monday, July 1, 2024. Cancellation and refund requests must be sent in writing to marketing@covisum.com. Cancellation requests received after this date will not be honored. You are responsible for cancelling your hotel room reservation.
Discounts cannot be applied retroactively to previously purchased passes.
If you can no longer attend, you can easily transfer the registration by emailing us at marketing@covisum.com. We will need the registrant's name, as well as the name and email address of the new attendee. Once received, we will reach out to the new attendee for additional information.
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