Thank you for joining us at Covisum MEET in Kansas City on September 25-26. Together, we explored how to turn complexity into clarity so you can deliver better outcomes for clients and a stronger, more scalable practice.
“MEET exists to help advisors turn insights into action. Thank you for being part of the Covisum community, advisors helping advisors, sharing ideas that elevate every practice. Let’s keep the momentum going.” — Joe
-
Watch & Learn
On-demand videos, articles, and bite-sized explainers, updated as new guidance emerges. Explore the Resources Page -
Bring OBBBA to Your Study Group
Book Joe for a focused, advisor-only session on how the One Big Beautiful Bill Act reshapes EMR planning. Request a Group Presentation -
See the Software in Action
Discover how Tax Clarity®, Social Security Timing®, and Income InSight® streamline tax-efficient retirement income planning. Schedule a Demo -
Stay in the Loop
Be first to know about upcoming Covisum events, webinars, and product updates. Join our Blog
Your partnership helps advance advisor education and better client outcomes. Thank you.
.svg)
