WEBINAR

Social Security Timing, Updated

Strategic timing of Social Security retirement can mean hundreds of thousands of dollars over a lifetime.

 See how the newest version of Social Security Timing in Suite helps you clearly show the impact of each decision with powerful visuals, streamlined data entry, and client-ready reports in minutes. 

IN-PERSON EVENT

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Advisors and industry experts gathered in Kansas City to dive deep into Social Security and tax as the foundation of highly efficient retirement income strategies. Over two days of learning and connection, attendees discovered fresh ways to engage clients and prospects, to evaluate critical Social Security and tax decisions, and effectively communicate the impacts.

COVISUM CONVERSATIONS: On- Demand

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.