Gain cutting-edge insights that can elevate your practice.
With expert-led sessions providing deep content, attendees will have the chance to ask questions and engage with industry leaders. The networking opportunities and dynamic speakers will empower you to take the knowledge gained and effectively communicate it to your clients, ultimately transforming your practice for greater success. Don't miss this chance to invest in your professional growth!
Standard Rate: $999
Early bird pricing has ended.
Group Rates Available
Contact us for special “Bring Your Office” pricing.
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Insights for Today’s Challenges
Our conference is spearheaded by a seasoned financial advisor with extensive real-world experience. We are dedicated to curating a lineup of speakers who delve into impactful and timely topics, providing insightful education and guidance on the pressing financial challenges you face today. Prepare to engage with thought leaders who will illuminate the complexities of the current financial landscape, empowering you with the knowledge to navigate your journey with confidence.
John Coyle
Keynote: Time Capital: How to Invest Your Most Valuable Asset for Maximum Returns
Olympian. Innovator. Master storyteller. In his keynote, John Coyle will challenge you to rethink time and money. You carefully trade your time for money, but are you wisely investing your money for time? Can you expect high returns from low risk financial investments? In the same vein, can you expect high returns from low risk time investments? How do we measure the true value of our time and invest it properly? Learn the Time Investment Portfolio Matrix and how to find "unicorn time investments."
Wade Pfau, Ph.D.
Session: The EMR Process After the Big Beautiful Bill
Dr. Wade Pfau has shaped the way advisors approach retirement income planning, offering academic rigor to some of the profession’s most pressing questions. As the most-referenced retirement researcher on SSRN, his work has influenced everything from safe withdrawal strategies to tax-efficient income planning and preference-based retirement frameworks. This year at Covisum MEET, Wade brings his sharp analysis to the post-OBBBA landscape in “The EMR Process After the Big Beautiful Bill”—a session you won’t want to miss.
Laurence Black
Session: Returns and the Index World
Historical returns are frequently used in financial plans, in illustrations for insurance products, and in the presentation of investment strategies. But projecting history forward presents significant challenges. Laurence Black, Founder of the Index Standard®, index advisor to Dr. Robert Shiller and former Head of Quantitative Indices at Barclays explains why the past is prologue to the future, how today's indices are dramatically different than the indices of the past, and how advisors can think about asset classes and indices in the context of their planning process.
Will Doty, CFP®, AIF®
Session: Appointment Setter to MD – Lessons on the Path
From beginning his career as an unlicensed appointment setter to serving as a Managing Director at Modern Wealth Management, Will Doty, CFP®, AIF®, has a unique perspective on helping people pursue their wealth management and life goals. The financial plans Will constructs incorporate key considerations surrounding retirement planning, taxes, estate planning, insurance, and investments. Will now oversees $225 million in client assets on his own and has helped Modern Wealth surpass the $1 billion AUM milestone. Will shares his personal evolution and the evolution of the business over the last 18 years.
Paul Dyer
Session: Building a Tax Prep Business Without Hiring
One of the highlights of Covisum's 2024 conference was the panel discussion on running a tax prep business alongside a financial practice. Paul Dyer's personal experience building a tax business alongside his own financial practice led to the development of a nationwide network of CPAs and EAs and a secure online structure that allows advisors to start their own tax practices without hiring in-house. He'll walk through how to get started, how to scale, and the impact these services can have on your practice.
Brad Gotto
Session: Building a $135mm/year Growth Engine
Brad Gotto is the Founder and CEO of Fiat Wealth Management, a values-driven firm with over $370 million AUM. He leads a team committed to helping families gain clarity and confidence as they prepare for and live through retirement. With a focus on tax strategies, income planning, and estate design, Brad has helped grow Fiat through thoughtful service and education. In his session, he’ll share insights into the emotional, financial, and lifestyle aspects of retirement — topics he regularly speaks on during client seminars, on his weekly radio show and podcast Retirement Redefined, and through Fiat University, an educational resource created for clients and fellow advisors alike.
Joe Elsasser, CFP®
Sessions: Social Security and Tax Updates | EMR Planning Meeting Processes
Joe Elsasser is the Founder and President of Covisum and also a practicing advisor. He created Social Security Timing® in 2010. Covisum was founded in 2016 to reflect the company's expansion into a broader array of key retirement income decisions, with the launches of Tax Clarity® in 2016, SmartRisk™ in 2018, and most recently, Income InSight®. These tools are all based on streamlining or systematizing processes used in Joe's own planning practice and the practices of other advisors Covisum serves. Joe will share insights learned from our most effective advisors and in working with his own client base.
Cancellation Policy
Registration may be cancelled through Sunday, June 1, 2025. Cancellation and refund requests must be sent in writing to marketing@covisum.com. Cancellation requests received after this date will not be honored. You are responsible for cancelling your hotel room reservation.
Discounts cannot be applied retroactively to previously purchased passes.
Transfer of Registration
If you can no longer attend, you can easily transfer the registration by emailing us at marketing@covisum.com. We will need the registrant's name, as well as the name and email address of the new attendee. Once received, we will reach out to the new attendee for additional information.
Standard Rate: $999
Early bird pricing has ended.
Group Rates Available
Contact us for special “Bring Your Office” pricing.
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