Covisum Blog

FinPlan Friday: Debt in Retirement

Navigating Debt in Retirement Most advisors will encounter at least one client with debt in retirement. Sometimes this . . .
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7 Steps to Fantastic Seminars On-Demand Webinar

7 Steps to Fantastic Seminars Educational seminars can be a fantastic marketing tool, but it requires a certain level of . . .
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FinPlan Friday: Form Partnerships with CPAs

The Perfect Team: Financial Advisors and CPAs This week, Joe discusses the benefits of forming mutually beneficial . . .
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Better Answers Build Businesses

Income InSight brings together multiple financial planning techniques into one place: one website, one login, one client . . .
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FinPlan Friday: Find Your Financial Planning Niche

Identify Your Ideal Client and Grow This week, Joe discusses the benefits of niching your financial planning practice. . . .
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On-Demand Webinar:  Structural Integrity in your Financial Plans

Are you frustrated with outputs from multiple sources in your tech stack that don't agree? Many advisors have a tech . . .
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FinPlan Friday: Avoiding the "Tax Torpedo"

FinPlan Fridays In our new video blog series, FinPlan Fridays, Covisum® Founder and President, Joe Elsasser, CFP®, will . . .
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On-Demand Video: Open Architecture is Dead

Our Founder Shares the Future of Fintech Recently Covisum Founder and President Joe Elsasser, CFP®, presented "Open . . .
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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 . . .
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