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In The News

PLANADVISOR: Advisers Beware and Be Cautious When Talking Taxes in 2018

On Tuesday, President of Covisum Joe Elsasser, CFP® and Dave Cechanowicz, JD, MSFS, AIF® AEP and Senior Financial Planner with REDW Stanley presented a webinar, "Tax Law 2018: What Advisors Need to Know," to hundreds of advisors across the nation. PLANADVISOR's John Manganaro attended and wrote this piece summarizing the presentation: Advisors Beware and Be Cautious When Talking Taxes in 2018.
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In The News

ThinkAdvisor: 4 Tips for Navigating Clients’ Tax Questions

Yesterday, Joe Elsasser, CFP® and President of Covisum and Dave Cechanowicz, JD, MSFS, AIF® AEP and Senior Financial Planner with REDW Stanley hosted a free webinar discussing how to capitalize on opportunities from the change in the tax law. ThinkAdvisor attended and provided this summary article, "4 Tips for Navigating Clients' Tax Questions."
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In The News

ThinkAdvisor features The Advisor and the Quant 

How should advisors prep for a crash? Joe Elsasser, CFP® and Ron Piccinini, PhD were recently featured in a ThinkAdvisor article, "The Advisor and the Quant: How Should Advisors Prep for a Crash?"
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Free Download

6 Financial Planning Seminar Topics that Will Attract Prospects and How to Deliver Them

In retirement planning, free seminars to the public are a proven way to attract prospects and convert them to clients. But for financial planning seminars to be successful, you must first determine what topics will interest your ideal client. In other words, the flashiest direct mailers won’t get people in seats if the topic doesn’t resonate with them. Consider partnering with subject matter experts on topics of importance to people approaching retirement in a “Retirement Transitions Series.” By offering free, educational financial planning seminars, you position yourself as a helpful resource in your community. You’ll be seen as the retirement expert, overseeing all aspects of retirement financial planning. Your clients may think they know what’s best for their retirement, but you know you can help them make smarter decisions and avoid costly mistakes by optimizing their Social Security benefits or comparing alternate tax distribution strategies. Here are six topics routinely used by Covisum subscribers to attract prospects to free financial planning seminars. 
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In The News

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® 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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In The News

PLANADVISOR: Achieving ‘Tax Clarity’ on Retirement Income Is Possible in 2018

On Friday, Joe Elsasser, CFP®, president of Covisum spoke with PLANADVISOR's John Manganaro about the tax landscape looking into 2018, the updates we've made to Tax Clarity™ and what advisors should do to make the most of the changes from the Tax Cuts and Jobs Act of 2017.  
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Risk

When Clients Ask: How Do I Stress Test My Portfolio?

To help you talk risk with clients, Ron Piccinini, Ph.D., answers some common client questions here. Ron, Covisum’s director of product development, is an expert on quantitative risk modeling, heavy-tailed distributions and risk management.
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Tax

The Tax Landscape in 2018

The U.S. tax landscape is changing. Last week, the Tax Cuts and Jobs Act was passed into law. It is clear that there is a need for members of the general public to understand the changes and how those changes impact their personal situations. Financial advisors are faced with a choice – either take proactive steps to first become educated on the new laws, and then identify specific opportunities for their clients, or risk losing clients to other proactive advisors who choose the first path. Join Joe Elsasser, CFP® and president of Covisum as he discusses the hot topic of taxes and retirement for the Society of Financial Service Professionals on January 24 at 11 a.m. Central.
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Tax

Covisum updates Tax Clarity software to reflect  Tax Cuts and Jobs Act changes

Advisors can now answer clients' biggest question in the New Year: "How will the new tax law affect me?" Advisors and financial institutions rely on us to help them guide their clients to make the best financial decisions. Advisors who are struggling to quantify all the implications of the new 500-page Tax Cuts and Jobs Act can gain insight into unseen opportunity to add dollars to a retirement plan with the newly updated Tax Clarity tool. Advisors can now confidently perform tax simulations for 2017 and 2018, showing their clients reports with dollar comparison estimates based on various tax strategies and scenario planning.
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