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Joe Elsasser

On-Demand Webinar:  Structural Integrity in your Financial Plans

Are you frustrated with outputs from multiple sources in your tech stack that don't agree? Many advisors have a tech stack that includes different tools from a number of software vendors. Creating structural integrity in your financial plans is imperative, and providing clients with simple, actionable communication, that even the most analytical client can get behind, will help you grow your business. 
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Marketing

How to Harness the Power of Educational Seminars

If you’re an advisor in growth mode, you may think your competence, professionalism and ambition are enough to help you gain new clients. While those are important elements of business success, they’re not enough to fuel true growth…particularly among all the competition from up-and-coming advisors, seasoned advisors and robo-advisors. Being competent, professional and ambitious will help you survive…but you won’t thrive.
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Tax

Roth Conversions Strategies Made Easy with Income InSight

Income InSight and Roth Conversions  The Tax Cuts and Jobs Act significantly lowered marginal income tax rates for most people, and many advisors are evaluating Roth conversions for their clients. Income InSight® makes creating Roth conversion strategies easy by offering a multi-year Tax Map that shows key opportunities to convert. Use the software to select harvesting patterns and determine which options are the most tax-efficient. Show your clients the impact a Roth conversion has on their overall retirement, and how you can help them make tax-smart retirement decisions.
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In The News

Forbes Finance Council: Clearing Up Misconceptions About Social Security

Clearing Up Misconceptions About Social Security In a recent article for Forbes Finance Council, Covisum Founder and President Joe Elsasser, CFP® clears up some common misconceptions about the Social Security program.
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