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    FinPlan Friday: Building Strong Relationships with CPAs

    Collaboration is the Secret to Smart Retirement Tax Planning Learn more about how to build strong, mutually beneficial relationships with your clients' CPAs in this month's FinPlan Friday conversation with Joe.


    Consumer Marketing Materials for Retirement Income Planning

    Software, Seminars, and Webinars to Help Financial Advisors Attract New Clients and Grow Advisors, are you ready to reach new prospects? With so many options available to them, retirees are looking for a financial advisor who is knowledgeable and trustworthy. Offering complimentary retirement income planning seminars (virtually or in-person) to help educate your community helps you build credibility as a retirement income expert and establishes trust. We make hosting this event so much easier, saving our advisors time and money!


    Yearly Recap and A Sneak Peek at What's in Store for 2022

    A 2021 Recap and a Look Forward to 2022 The past year has been a busy one here at Covisum. Check out the video below for a closer look at changes, updates, and new releases over the past year and what you can expect to see from our team in 2022.

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