TAX | 2/14/20 9:15 AM | by Lauren Laferla, Director of Communications
The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) offers significant changes for retirees. For instance,
Recently, Covisum® Founder and President, Joe Elsasser, CFP®, hosted a webinar to help advisors learn how you can capitalize on this opportunity. The webinar is now available for on-demand viewing. Watch the webinar when and where it's convenient for you.
In this webinar you will learn:
Significant changes in legislation can present enormous opportunities for the advisors who know how to capitalize. Advisors who serve mass affluent clients in retirement transition and beyond and use Tax Clarity® can help clients visualize these changes and all the possible scenarios.
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