IN-PERSON EVENT

Thanks for joining us!

Advisors and industry experts gathered in Kansas City to explore new strategies for improving lives through better decisions. Over two days of learning and connection, attendees discovered fresh ways to navigate today’s financial challenges and elevate their practices.

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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