---
title: Covisum Resources for Financial Advisors | Lauren Laferla, Director of Communications
description: "Lauren is a content marketing enthusiast with a love for storytelling - on camera, in writing, and through others. She has a robust communications background that includes: public relations, content creation, internal communications, digital marketing, and copy editing. Driven and motivated, Lauren holds a bachelor's degree in English and is an avid reader."
---

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### Resource Center

# Best resources and tools for financial advisors

![Covisum - Resources](https://www.covisum.com/hs-fs/hubfs/Covisum%20-%20Resources.jpg?width=2119&name=Covisum%20-%20Resources.jpg "Covisum - Resources")

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- [![Retirement Tax Strategies During an Economic Downturn](https://www.covisum.com/hubfs/ResourcePage_WEBINAR-RetirementTaxStratDuringEcoDownturn.png)](https://www.covisum.com/retirement-tax-strategies-during-an-economic-downturn)
  
  Webinar
  
  #### Retirement Tax Strategies During an Economic Downturn
  
  [Watch  **](https://www.covisum.com/retirement-tax-strategies-during-an-economic-downturn)
- [![Roth Conversion Essentials](https://www.covisum.com/hubfs/2021-GR-Covisum-Roth%20Conversion%20Essentials-768x1024.png)](https://www.covisum.com/roth-conversion-essentials)
  
  INFOGRAPHIC
  
  #### Roth Conversion Essentials
  
  [Download  **](https://www.covisum.com/roth-conversion-essentials)
- [![Navigating the Widow(er) Benefit with Social Security Timing](https://www.covisum.com/hubfs/Screen%20Shot%202021-08-26%20at%2011-48-54%20AM.png)](https://www.covisum.com/navigating-the-widow/er-benefit-with-social-security-timing)
  
  Guide
  
  #### Navigating the Widow(er) Benefit with Social Security Timing
  
  [Download  **](https://www.covisum.com/navigating-the-widow/er-benefit-with-social-security-timing)
- [![How You Can Use Software to Make Roth Conversions Easier](https://www.covisum.com/hubfs/RothConversionWebinar-Resourcespage%5B76%5D.jpg)](https://www.covisum.com/use-software-to-make-roth-conversions-easier-webinar)
  
  WEBINAR
  
  #### How You Can Use Software to Make Roth Conversions Easier
  
  [Watch  **](https://www.covisum.com/use-software-to-make-roth-conversions-easier-webinar)
- [![Social Security Benefit Cuts Calculator](https://www.covisum.com/hubfs/SS%20benefit%20cut%20calc%20resource%20page.png)](https://www.covisum.com/social-security-benefit-cut-calculator)
  
  calculator
  
  #### Social Security Benefit Cuts Calculator
  
  [Try now  **](https://www.covisum.com/social-security-benefit-cut-calculator)
- [![Case Study: A Roth Conversion Success Story](https://www.covisum.com/hubfs/Screen%20Shot%202020-11-23%20at%209.17.48%20AM-1.png)](https://www.covisum.com/covisum-roth-conversion-case-study)
  
  Case Study
  
  #### Case Study: A Roth Conversion Success Story
  
  [Download  **](https://www.covisum.com/covisum-roth-conversion-case-study)
- [![Taxable Social Security Calculator](https://www.covisum.com/hubfs/SSTaxCalc.png)](https://www.covisum.com/resources/taxable-social-security-calculator)
  
  calculator
  
  #### Taxable Social Security Calculator
  
  [Try now  **](https://www.covisum.com/resources/taxable-social-security-calculator)
- [![Roth Conversions: The Secret to Success](https://www.covisum.com/hubfs/14091_WEB_Covisum_roth-conversion-webinar-gaphics-1024x768.jpg)](https://www.covisum.com/on-demand-webinar/roth-conversions)
  
  Webinar
  
  #### Roth Conversions: The Secret to Success
  
  [Watch  **](https://www.covisum.com/on-demand-webinar/roth-conversions)
- [![The Financial Advisor's Roth Conversion Handbook](https://www.covisum.com/hubfs/Downloads/Roth%20conversions/graphics/Screen%20Shot%202020-06-30%20at%202.05.07%20PM.png)](https://www.covisum.com/the-financial-advisors-roth-conversion-handbook)
  
  Guide
  
  #### The Financial Advisor's Roth Conversion Handbook
  
  [Download  **](https://www.covisum.com/the-financial-advisors-roth-conversion-handbook)

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