Covisum is hosting a free webinar on December 5 at 11:00 a.m. Central Time where advisors can learn how to optimize year-end tax opportunities for clients. Your clients have until the end of the year to harvest from an IRA, execute a Roth conversion, or take a capital loss.Join Joe Elsasser, CFP®, President and Founder of Covisum for this timely discussion.
In this relevant and thoughtful webinar you will learn:
How to communicate the value tax-efficient retirement advice adds.
Easy ways to identify and prioritize tax inefficiencies in a client’s retirement income strategy.
How to pinpoint clients with potential tax opportunities.
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.