--- title: Events description: Hosting events to help advisors grow their practice by delivering dramatic value to their clients. --- [Login](https://www.covisum.com/login-experience) | [Call: 402-235-4500](tel:1-402-235-4500) | [Contact Us](https://www.covisum.com/contact) ** [![covisum-logo](https://www.covisum.com/hs-fs/hubfs/covisum-logo.png?width=264&height=41&name=covisum-logo.png "covisum-logo")](https://www.covisum.com/) [![Start Your Free Trial](https://no-cache.hubspot.com/cta/default/2755909/b23743cd-d0df-4907-a66d-293b58ab1164.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/b23743cd-d0df-4907-a66d-293b58ab1164) [![Contact Us](https://no-cache.hubspot.com/cta/default/2755909/6c6d7fe7-e094-4fc0-9c82-d93d4ccbb532.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/6c6d7fe7-e094-4fc0-9c82-d93d4ccbb532) ## Retirement Income Planning Education ### ON-DEMAND WEBINAR ## TAX CLARITY: ENHANCED See the latest Tax Clarity enhancements in action and learn how new comparison views, clearer reporting, and improved strategy visibility can help simplify tax planning conversations with clients. Join Joe Elsasser, CFP for a live walkthrough of what’s new in Covisum Suite.  [Watch the recording](https://www.covisum.com/tax-clarity-in-suite) ![TC ENHANCED Events](https://www.covisum.com/hs-fs/hubfs/TC%20ENHANCED%20Events.png?width=550&height=450&name=TC%20ENHANCED%20Events.png) ### IN-PERSON EVENT ## MEET 2026, OCT 22-23 Covisum MEET is an exclusive event for advisors actively using the Covisum process, created to advance retirement income planning through practical strategies, shared insights, and high-quality peer interaction. [Learn more](https://www.covisum.com/meet26-events) ![MEET26-Events](https://www.covisum.com/hs-fs/hubfs/MEET26-Events.png?width=550&height=450&name=MEET26-Events.png) ### RECORDED 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.  [Watch the Recording](https://www.covisum.com/sstsuite-webinar-registration) ![0324SST_Webinar](https://www.covisum.com/hs-fs/hubfs/0324SST_Webinar.png?width=550&height=450&name=0324SST_Webinar.png) ### 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. [Watch now](https://www.covisum.com/covisum-conversations-brandon-welch) ![CovConv-Events (2)](https://www.covisum.com/hs-fs/hubfs/CovConv-Events%20(2).png?width=550&height=450&name=CovConv-Events%20(2).png) [![Logo-White-Stacked](https://www.covisum.com/hs-fs/hubfs/Logo-White-Stacked.png?width=124&height=146&name=Logo-White-Stacked.png "Logo-White-Stacked")](https://covisum.com) 444 Regency Parkway Dr. Suite 201 Omaha, NE 68114 - - - - Read Reviews of Our Solutions In: [![Footer Capterra Logo](https://www.covisum.com/hubfs/Capterra_logo%20(1).svg) ](https://www.capterra.com/p/203728/Tax-Clarity/reviews/)[![Footer G2 Logo](https://www.covisum.com/hubfs/logo-g2.png) ](https://www.g2.com/search?utf8=%E2%9C%93&query=covisum) [![Contact Us](https://no-cache.hubspot.com/cta/default/2755909/interactive-193539503962.png) ](https://www.covisum.com/hs/cta/wi/redirect?encryptedPayload=AVxigLIpH4vPDREofaWRGaPA67jg33ZVm6GY%2FX5IsL3f9yS5AS6N%2B3CEuNaxRW0A3pj5unIPp5lbwyyD%2F5xXsuxsmXTGLFTiMbgBxReH0u3aLEaQkj8wf0sqHtaozamv3V3D4HvdTgBrg7ceIjvWnXbJR21LZEarXwUD6XDafJZxqsZiNUg%3D&webInteractiveContentId=193539503962&portalId=2755909) [![SOC 2 T2 Logo](https://no-cache.hubspot.com/cta/default/2755909/interactive-193539503801.png) ](https://www.covisum.com/hs/cta/wi/redirect?encryptedPayload=AVxigLL6oO9D88349oj1gvvQQOCaUdxRYZpWpEsHFwRq5EErqY9xLvmQZ9%2F5wiGW%2FkEJHv4Orm6tgaNL97xzAuPsdKOy%2F%2Bs20Setgl%2BrPPyJ%2FCT5RreWR95Rmc4XJadcDRCqxdSr9p95QET5%2FLGgLYl%2FxTkcR6Qmhexy6ItBDsklYZTlJ6HcHRzYXvKzZjdrFxfl0CtEzhg8&webInteractiveContentId=193539503801&portalId=2755909) © 2010 – 2026 Covisum®. All Rights Reserved. For advisor use only. Covisum is not connected with, affiliated with or endorsed by the United States government or the Social Security Administration. The local advisor offering Covisum products may be an insurance agent, financial advisor, accountant or attorney. Advisors may offer other products or services and are compensated by commissions and/or fees for any other services they may provide. [Terms and Conditions](https://www.covisum.com/terms-of-use) | [Privacy Policy](https://www.covisum.com/privacy-policy)