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.

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.

Watch Now