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.

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.

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