Last minute tax moves: What Advisors Need to Know

On-Demand Webinar 


Advisors, don’t forget your clients have until the end of the year to harvest from an IRA, execute a Roth conversion, or take a capital loss. Join Joe Elsasser, CFP®, President of Covisum, on December 5 at 11:00 a.m. Central Time for this timely, free webinar to help you optimize year-end tax opportunities for your clients.

In this webinar you will learn:

  1. How to communicate the value tax-efficient retirement advice adds.
  2. Easy ways to identify and prioritize tax inefficiencies in a client’s retirement income strategy.
  3. How to pinpoint clients with potential tax opportunities.

Register now!