TAX | 3/12/19 3:40 PM | by Lauren Laferla, Director of Communications
Covisum® is hosting a free webinar on Wednesday, March 20 at 11:00 a.m. Central Time. Advisors will learn how to identify which accounts clients should withdraw from, and when, in order to make better retirement strategy decisions.
Clients don’t always understand the interactions between different types of income and deductions, leading to potentially significant tax inefficiency in their retirement strategy. Join Joe Elsasser, CFP®, President and Founder of Covisum for this free webinar and discover how you can help clients account for life expectancy, efficiency and sequence of withdraws.
Learn all of this and more during this live webinar. Following the presentation, we will have 10-15 minutes for questions and answers. Register now.
Access industry news, expert insights, best practices, free downloads and more.
© 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