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Reflecting on Covisum MEET 2025

on October 24, 2025 | By Joe Elsasser, CFP®, Founder and President of Covisum

Covisum MEET 2025 brought together some of the brightest minds in retirement income planning. On September 25–26 in Kansas City, we gathered advisors, researchers, and innovators to focus on the forces shaping retirement planning today—time, taxes, and transformation.

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Event

Introducing Covisum Conversations: Real Advisors. Real Strategies. Real Growth.

on April 10, 2025 | By Joe Elsasser, CFP®, Founder and President of Covisum

At Covisum, we’re always looking for ways to equip financial advisors with the tools, insights, and connections they need to thrive. That’s why I’m excited to introduce something new — something created for advisors, by advisors.

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Webinar

Covisum is starting a 7-part webinar series, Retirement Delivered

on March 12, 2024 | By Joe Elsasser, CFP®, Founder and President of Covisum

Beginning March 14th and running monthly through September, Founder and President of Covisum Joe Elsasser, CFP® will be presenting a 7-part webinar series, Retirement Delivered, showcasing the framework that top advisors are using to deliver dramatic value to clients, grow their practices and feel good about the impact they make in their client’s lives.

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Covisum Blog

Financial industry news, expert insights and best practices to help you grow your financial planning practice.

Event

Reflecting on Covisum MEET 2025

Event

Introducing Covisum Conversations: Real Advisors. Real Strategies. Real Growth.

Webinar

Covisum is starting a 7-part webinar series, Retirement Delivered

Covisum’s ecosystem of solutions can help you grow.

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