IN-PERSON EVENT

Elevate your financial practice!

Join us for a conference on September 24-26 at the Kansas City Airport Marriott, featuring expert-led sessions and networking opportunities. You will gain valuable insights on pressing financial challenges from experienced speakers, enhancing your ability to communicate effectively with clients and transform your practice.

COVISUM CONVERSATIONS | Aug. 7 at 11 AM CT 

Marketing and Processes that Drive Real Growth

Learn how Brandon Welch, MBA, CFP®, built a thriving advisory practice by combining effective seminar marketing with tax-focused planning conversations. He’ll share practical strategies for attracting ideal clients and using Tax Clarity® to uncover impactful planning opportunities.

WEBINAR: On-demand

One Big Beautiful Bill Act Changes

The One Big Beautiful Bill Act of 2025 (OBBBA) is now law, bringing new opportunities and challenges to retirement and tax planning. Watch the on-demand webinar to learn key provisions, client talking points, and how updates will be reflected in Tax Clarity®, Income InSight®, and seminar materials.

Watch on-demand

RECORDED WEBINAR

Explore the Latest from Covisum

Joe Elsasser, CFP®, gave us a sneak peek at the smarter, more powerful versions of Covisum’s retirement planning tools. See how the latest updates can help you deliver clearer insights and drive better outcomes in your client conversations.

Watch Now