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.

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

COVISUM CONVERSATIONS

How Integrating Tax Prep Can Unlock Growth

On Thursday, May 8 at 11 AM CT, we hosted the inaugural session of Covisum Conversations, our new quarterly webinar series created by advisors, for advisors. In this session, Covisum Founder Joe Elsasser interviewed Paul Dyer, who helped one of our top advisors successfully integrate tax preparation into their retirement income practice—creating new revenue streams and deeper client relationships.

WEBINAR - SOCIAL SECURITY FAIRNESS ACT: KEY PLANNING IMPLICATIONS

NOW ON DEMAND

In the Social Security Fairness Act webinar we learned about how its going to impact millions! We discussed the Windfall Elimination Provision (WEP), Government Pension Offset (GPO), retroactive checks, and essential steps to protect client benefits. Don't miss this chance to deepen your understanding and improve your client service!