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Advisor Webinar Series:

Retirement Delivered

Presented by Joe Elsasser, CFP®, President, and Founder of Covisum, this series is scheduled monthly through September. The series aims to highlight the framework used by top advisors to grow their practices by delivering dramatic value to their clients.



Missed a webinar? See below for watch options.


Upcoming Webinar Information

July 11, 11 AM Central – Understanding Client Risk Preferences for Retirement Income and Investments.

The July Retirement Delivered webinar re-assembles the concept of risk in a way that is coherent to people transitioning to and living in retirement. Risk at this stage is no longer just the ups and downs of a portfolio. Instead, it is the ability to achieve or in some cases to forfeit lifelong dreams.  

  • The real risk in retirement income:  Regret
  • 4 Dimensions of risk:  Tolerance, Capacity, Perception, and Preference
  • How each risk dimension ties to Regret
  • Why traditional risk tolerance considerations miss the "behavioral mark"
  • Client risk conversations that make their life better and your life easier and when a risk event materializes

Future webinars include:

August – Product selection in a tax-efficient, preference matched retirement income plan
September – Marketing the process
October – Conference in Omaha, Nebraska. October 17th-18th. Click here to learn more!

Although the sessions will be recorded, there will not be a replay. Recorded versions will be solely available to Covisum software subscribers. Ultimately, this content will form the foundation of the training program for advisors who implement the full suite of Covisum products to run their retirement income practices.
The live series is your one opportunity to get the training for no cost and no obligation to subscribe to the software.





The kickoff session, which unveiled the High Value Practice alongside the 3 Steps to a Tax-Efficient Retirement, took place on March 14th. The first in the series focused on:

  • How to tie Social Security planning, tax-efficient retirement withdrawals and risk management into a cohesive picture that answers the big questions that deliver a confident transition into retirement. You'll leave with a framework that can be easily explained to clients, and implemented with a variety of different software tools (though we humbly believe ours is the most efficient!)
  • Why this process has been central to the achievement of 3 consecutive years of NPS scores over 80 (compared to an industry average of 40) and annual client referral rates above 10%.
  • How the next 6 sessions that dive deeper into individual components of the process can have a dramatic impact on your practice in 2024.

This recording is available to anyone, regardless if you have a subscription with Covisum. 


The second webinar focused on Social Security for a Tax-Efficient Retirement and took place on April 11th. For years we’ve heard that a much larger portion of retirees should delay benefits than actually do. There are a host of reasons to delay, including quirks in benefit formulas related to spousal and widow benefits, the longevity protected nature of Social Security and the tax treatment of benefits. This session positions Social Security planning as the first step of the 3 Steps to a Tax-Efficient Retirement. By watching, you'll learn:

  • Why Social Security is the foundation for a retirement income plan
  • How to discuss Social Security with clients as a starting point for an overall plan
  • How to address potential Social Security benefit cuts
  • Why Social Security’s tax treatment creates unique planning opportunities

Webinars 2-7 will be recorded and are only available to Covisum software subscribers. Session 2 is available now! Simply use your Covisum software login details to unlock on-demand access to the webinar recordings at your convenience. Not a subscriber? Take a 10-day free trial.


This third installment of our comprehensive 7-part series delves further into Retirement Taxation, focusing on the principle of "Effective Marginal Rate" (EMR) and its influence on each subsequent dollar taken out during retirement. You'll will learn:

  • How to identify the EMR for a client
  • Why the EMR is often dramatically different than the client’s bracket rate
  • How to “dig into” the specific causes of EMR jumps
  • Why the EMR is highly valuable in your marketing and referral strategies

Recordings for Sessions 2 to 7 will be exclusively available for Covisum software subscribers, offering video access to these enriching webinars. Dive into Session 3 right now! Simply log in with your Covisum account to unlock the convenience of viewing these webinar recordings at your leisure. Not a subscriber? Take a 10-day free trial.

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This fourth session recorded on June 13th, extends the use of the Effective Marginal Rate (EMR) from a single year analysis to a process for structuring tax-efficient plans throughout a retirement. Viewers will learn:

  • How to determine a target EMR
  • Why to re-evaluate the target EMR annually
  • How to estimate the value of a lifetime strategy
  • How to organize your practice to deliver this service effectively

Use your Covisum software login credentials to access the 4th webinar and all recordings at your convenience. Not a subscriber? Try us free for 10-days!