Covisum Financial Planning

Posted on June 22, 2017

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


Posted in SmartRisk, Social Security Timing, Software Programs, Tax Clarity, 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. 


Posted in Risk, SmartRisk, Webinar, portfolio risk, Webcast, 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. 


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