Call us: 877.844.7213
On-Demand Webinar

Finding Opportunities for Roth Conversions in Tax Clarity®

Real Insights From Tax Clarity Subscribers

It's one thing to hear Covisum tell you how great Tax Clarity® is, but wouldn't it be helpful to hear directly from another advisor who is using it in their practice? That's why we created a new guest webinar series.

Watch this webinar presented by Tax Clarity subscriber David Lloyd, CFP® and Covisum® Founder and President, Joe Elsasser, CFP® to see a case study highlighting some real-life opportunities for clients through Roth conversions.

Watch On-Demand Now