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?

The answer is yes, and we’re making it easier than ever for your group to access this expertise.

Why Study Groups Are Asking for This Presentation

The OBBBA has reshaped the retirement planning landscape. From the new Senior Deduction to permanent tax brackets, from the SALT cap phase-out to limits on itemized deductions, the law has introduced both opportunities and complexities that every advisor must understand.

Study groups are turning to Covisum and Joe Elsasser, CFP®, because we don’t just summarize the headlines—we dig into how these changes directly impact the retirement community. Using Covisum’s unique Effective Marginal Rate (EMR) framework, Joe shows how advisors can translate complexity into client confidence, helping retirees make smarter withdrawal and conversion decisions.

What You Can Expect

When Joe presents to your group, you’ll get:

  • Clarity on OBBBA provisions and how they alter planning conversations.

  • Practical strategies for tax-aware retirement income planning.

  • A proven framework (EMR) to show clients the hidden tax traps and opportunities.

  • Real-world examples that make the complexities relatable and actionable.

This isn’t theory. It’s the same approach advisors are using today to improve outcomes for retirees across the country.

Reserve Joe for Your Study Group

If your study group would like an expert presentation, we’d love to hear from you.

Complete the form below to let us know about your group, and we’ll be in touch to coordinate details.

Covisum is committed to improving lives through better decisions. Bringing expert insight directly to your study group is one more way we’re helping advisors like you turn today’s tax law into tomorrow’s client success.