Start Your Free Trial
Contact Us
Browse by topic
Search our blog
    OBBBA Insights for Advisor Study Groups

    One Big Beautiful Bill Act (OBBBA)

    OBBBA Insights for Advisor Study Groups

    on October 9, 2025 | By Jackie Kleckner
    Over the past several months, we’ve heard a consistent request from advisor study groups across the country: Can Joe present on the One Big Beautiful Bill Act (OBBBA) and what it means for our clients?
    Read
    On-Demand Webinar: Retirement Delivered - First in the 7-part series

    Video

    On-Demand Webinar: Retirement Delivered - First in the 7-part series

    on March 20, 2024 | By Jackie Kleckner
    Covisum® Founder and President, Joe Elsasser, CFP®, recently launched the first of a 7-part webinar series scheduled monthly through September. The series focuses on highlighting the framework used by top advisors to grow their practices by delivering dramatic value to their clients.
    Read

    Stay Connected

    Access industry news, expert insights, best practices, free downloads and more.

    444 Regency Parkway Dr. Suite 201 Omaha, NE 68114

    Contact Us

    SOC 2 T2 Logo

    © 2010 – 2025 Covisum®. All Rights Reserved. For advisor use only. Covisum is not connected with, affiliated with or endorsed by the United States government or the Social Security Administration. The local advisor offering Covisum products may be an insurance agent, financial advisor, accountant or attorney. Advisors may offer other products or services and are compensated by commissions and/or fees for any other services they may provide. Terms and Conditions | Privacy Policy