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    Marketing

    VLOG: Clients Expect Seminars to be Educational

    April is Financial Literacy Month The United States has recognized Financial Literacy Month during the month of April since 2004. Financial advisors have a unique opportunity to help educate others, and one great way to improve financial literacy among the general public is by conducting educational seminars. Covisum® President and Founder, Joe Elsasser, CFP®, is a practicing financial planner and has been hosting seminars in partnership with the Omaha Public Library system for the past decade. He sat down to share his thoughts about the benefits of conducting educational seminars.
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    In The News

    Income InSight Q&A

    The retirement planning platform you’ve been waiting for has arrived: Income InSight™. Income InSight quickly and easily shows the impact of different decisions within a client’s financial plan. Covisum’s newest tool resolves conflicts commonly seen between loosely-integrated planning tools and deeply integrates with Covisum’s other tools: Social Security Timing®, Tax Clarity®, and SmartRisk™, to provide clients with a clear vision of their retirement. I sat down with Joe Elsasser, CFP®, Founder and President of Covisum to ask him a few questions about Covisum’s newest software.
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    Marketing

    Financial Literacy Month: Hosting Educational Seminars

    Since 2004, the United States has recognized April as Financial Literacy Month and focusing on financial literacy is important now more than ever. According to the National Financial Educators Council (NFEC), a lack of financial knowledge cost Americans collectively more than an estimated $295 billion in 2018.
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    In The News

    On-Demand Webinar: Tax-Efficient Planning for Baby Boomers

    Clients don’t always understand the interactions between different types of income and deductions, leading to potentially significant tax inefficiency in their retirement strategy. Recently Joe Elsasser, CFP®, hosted a webinar to help advisors identify which accounts clients should withdraw from, and when, in order to make better retirement strategy decisions for tax-efficient planning. The webinar is now available for on-demand viewing. Watch the webinar when and where it's convenient for you.
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    Culture

    #NebraskaStrong: Flooding in our Headquarters State

    Intense Winter Storm Leads to Devastating Floods For most of us at Covisum, we've never seen devastation from floods like we're seeing right now. In my lifetime, my basement has flooded a time or two. It's probably happened to each of the Nebraska natives who work here. I've had a swampy back yard countless times. Flash flood warnings from The Weather Channel are a norm for us in the spring. But this year is different.
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    Tax

    Live Webinar: Tax-Efficient Planning for Baby Boomers

    Sequence of Withdrawals: Tax-Efficient Planning for Baby Boomers 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.
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    In The News

    Hidden Value: Tax-Savvy Tactics for Retirement Cash Flow

    Hidden Value is a column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights advisors and their clients may not have considered. This week he takes a closer look at the tax implications and the hidden tax-efficient planning opportunities created through interactions between various cash sources.
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    In The News

    Announcing Covisum's Newest Financial Planning Tool, Income InSight

    The deeply-integrated fintech solution you've been looking for has arrived: Income InSight™. The new retirement planning platform quickly and easily shows the impact of different decisions within a client’s financial plan.
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