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    Live Webinar—Roth Conversions: The Secret to Success

    Tax

    Live Webinar—Roth Conversions: The Secret to Success

    As the markets continue to recover smart advisors are looking for opportunities to convert part of a traditional IRA into a Roth IRA. There are some significant long-term tax benefits for those who convert to Roth. The recovery will be tax-free, and smaller Roth conversions early in retirement can reduce later RMDs, spreading out the tax liability more evenly throughout retirement. Join Covisum Founder and President, Joe Elsasser, CFP®, for a live webinar on Wednesday, July 29, 2020, at 1:30 p.m. CT titled, Roth Conversions: The Secret to Success.
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    Live Webinar: Marketing Your Practice During COVID-19

    Marketing

    Live Webinar: Marketing Your Practice During COVID-19

    Refine Your Marketing Around the world, normal business operations have been disrupted. It has never been more important to refine your marketing process and tailor your messaging to make sure you’re reaching the right audience. On Tuesday, May 19, 2020, at 1:30 p.m. Central Time a live panel of marketing experts will show you how you can adjust your marketing and reach your prospects during a time of change and uncertainty. Meet the panel.
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    On-Demand Webinar: Opportunities For Roth Conversions With Tax Clarity

    Marketing

    On-Demand Webinar: Opportunities For Roth Conversions With Tax Clarity

    It's one thing to hear Covisum tell you how great Tax Clarity® is, but wouldn't it be helpful to hear directly from another advisor who is using it in their practice? Watch this webinar presented by Tax Clarity subscriber David Lloyd, CFP® and Covisum® Founder and President, Joe Elsasser, CFP® to see a case study highlighting some real-life opportunities for clients through Roth conversions.
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    On-Demand Webinar: The Impact of the SECURE Act

    Tax

    On-Demand Webinar: The Impact of the SECURE Act

    on February 14, 2020 | By Lauren Laferla, Director of Communications
    The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) offers significant changes for retirees. For instance, The age for required minimum distributions has been changed from 70½ to age 72. IRA contributions are no longer capped by age. The stretch IRA has now been limited to 10 years. 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.
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    On-Demand Webinar: Customizing Tax Clarity to Fit Your Practice

    Marketing

    On-Demand Webinar: Customizing Tax Clarity to Fit Your Practice

    on December 17, 2019 | By Lauren Laferla, Director of Communications
    We could tell you how great Tax Clarity® is, but sometimes you want to hear directly from another advisor who is using it in their practice. That's why we created a new guest webinar series! Every webinar will include insights from real Tax Clarity subscribers who love the software, use it regularly, and tailor it to their practice.
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    On-Demand Webinar: Retirement Income Streams

    Webinar

    On-Demand Webinar: Retirement Income Streams

    on December 11, 2019 | By Lauren Laferla, Director of Communications
    The singular “nest egg” is no longer relevant. People have multiple options for saving for retirement: 401(k)s, 403(b)s, IRAs, fixed annuities, certificates of deposit and more. Additionally, many working Americans receive some retirement income from either Social Security or pensions. Modern retirement planning is less about helping clients save and manage a single nest egg and more about helping them crack the right egg at the right time.
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    Live Webinar: Navigating Multiple Retirement Income Streams

    Marketing

    Live Webinar: Navigating Multiple Retirement Income Streams

    on November 15, 2019 | By Lauren Laferla, Director of Communications
    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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    On-Demand Webinar: Marketing Your Retirement Planning Practice

    Marketing

    On-Demand Webinar: Marketing Your Retirement Planning Practice

    Creating a marketing strategy is a key component for the success of your business. In this era of constant communication and instant notification, marketing is even more important than it’s ever been before. Recently our Director of Sales and Marketing, Katie Godbout, hosted a webinar to help advisors develop and execute an effective marketing strategy. The webinar is now is now available for on-demand viewing. Watch the webinar when and where it's convenient for you.
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    Live Webinar: Marketing Your Retirement Planning Practice

    Marketing

    Live Webinar: Marketing Your Retirement Planning Practice

    on September 13, 2019 | By Lauren Laferla, Director of Communications
    Do you want help marketing your financial planning practice? Join Covisum's Director of Sales and Marketing, Katie Godbout, on September 26, 2019 at 1:30 p.m. Central Time for a free webinar. Learn how to develop and execute an effective marketing strategy that will help you grow your retirement planning practice.
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