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    One Big Beautiful Bill Act (OBBBA)

    OBBBA Insights for Advisor Study Groups

    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?
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    Video

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

    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.
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