Covisum MEET 2026 is a focused, high-impact gathering designed for advisors who are deeply engaged in the Covisum process and committed to advancing their expertise in retirement income planning.

We’ve made a few intentional changes this year. MEET is now an invite-only event, bringing together a select group of advisors who are actively integrating Covisum tools and processes into their work. This ensures a higher level of discussion, collaboration, and shared learning.

You’ll also notice there are no sponsors. That’s by design. By removing sponsorships, we keep the focus where it belongs—on advisor best practices, real-world application, and meaningful peer-to-peer conversations.