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    Tax

    Tax Cuts and Jobs Act: What Your Seminar Attendees Need to Know

    Addressing Tax Legislation in Your Financial Planning Seminars Significant changes brought on by the fairly recent Tax Cuts and Jobs Act (TCJA) have created some fantastic opportunities for strategic advisors. Offering a “taxes in retirement” seminar at your local library or community college, allows you to educate the public about the changes and gain some potential clients. However, the legislation is extensive and you don’t want seminar attendees to lose interest by diving into all of the details. Here are five topics that you need to address in your taxes in retirement seminar.
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    Joe Elsasser

    Vlog: Use the Covisum Software Suite in Your Strategy Delivery Meeting

    Client Strategy Delivery Meeting Have you ever wondered how Covisum President and Founder, Joe Elsasser, CFP® uses the software in his own financial planning practice? In this video series, Joe shares his process and how he uses the Covisum software suite to add value in a variety of different client meetings. This week, Joe focuses on how he uses the software in his plan delivery meeting to quickly illustrate his recommendations.
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    Free Download

    New White Paper: The Extinction of the Nest Egg

    How Successful Advisors Are Adopting a Carton Approach Covisum’s new white paper, “The Extinction of the Nest Egg: How Successful Advisors Are Adopting a Carton Approach,” discusses a shift in the concept of a retirement nest egg to a carton approach. A modern retirement strategy actually reflects multiple income streams and how income is withdrawn can be tricky to navigate.
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    Marketing

    Live Webinar: Navigating Multiple Retirement Income Streams

    What Advisors Need to Account For Join Covisum® Founder and President, Joe Elsasser, CFP® on Wednesday, December 4, 2019 at 1:30 p.m. Central Time for a free webinar. Learn how to help your clients navigate multiple retirement income streams and how to create thorough retirement strategies that add value every step of the way.
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    Joe Elsasser

    Vlog: Use the Covisum Software Suite in Your Follow-Up Client Meeting

    Follow-Up Client Meeting Have you ever wondered how Covisum President and Founder, Joe Elsasser, CFP® uses the software in his own financial planning practice? In this new video series, Joe shares his process and how he uses the Covisum software suite to add value in a variety of different client meetings. In this video blog post, Joe walks us through how he uses the software in his follow-up client meeting to test possible solutions for the client's specific situation.
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    Risk

    What October Swoon?

    An Opportunity for a SmartRiskTM Assessment October has taken its lumps over the years with recurring discussions of the “October effect.” Perceptions, based on significant events like the “Black Monday” sessions in 1929 and 1987, have led investors to believe that historically, October tends toward negative returns more so than other months of the year. Statistically, over the long term, the October effect has not held true, indicating the bias is a largely a psychological one, but it remains a common moniker within the market, nonetheless.
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    Joe Elsasser

    Vlog: Use the Covisum Software Suite in Your Initial Interest Meeting

    Initial Interest Meeting Have you ever wondered how Covisum President and Founder, Joe Elsasser, CFP® uses the software in his own financial planning practice? In this new video series, Joe shares his process and how he uses the Covisum software suite to add value in a variety of different client meetings. In this first video blog post, Joe walks us through an initial interest meeting with a prospective client. 
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    Tax

    Announcing: The New and Improved Tax Clarity

    Current Subscribers Now Have Access to The New Tax Clarity Save and compare as many alternates as you want and experience our new, cleaner interface with easier data entry and a better user experience. Current Tax Clarity subscribers can view the new features and enter client data in the updated Tax Clarity by visiting portal.covisum.com. Log in using your original credentials. 
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    In The News

    Hidden Value: Year-End Tax Opportunities

    While this time of year can be a busy one for advisors and clients alike, it’s important for advisors to take a closer look at where clients are likely to end the year from a tax perspective. You won’t be able to take advantage of these opportunities after Dec. 31. 
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