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.
Covisum® Founder and President, Joe Elsasser, CFP® will show you how to help your clients navigate multiple retirement streams and how to create thorough retirement strategies that add value every step of the way.
In this webinar you will learn:
- How the current tax system, Social Security rules and other factors interact.
- How you can identify and address the issues created by these interactions.
- How you can clearly communicate these complexities to clients and differentiate your practice.
Our new retirement planning platform, Income InSight™, will help you quickly and easily show the impact of different decisions within a client’s financial plan. The platform 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. Additionally, when you subscribe to the software you get an entire support team to help you answer client and software questions.