---
title: "Retirement Delivered: First Webinar On-Demand"
description: The first of the 7-part webinar series of Retirement Delivered. Watch the on-demand webinar.
---

[![5c04dcc29f4b6e497809a3d8_covisumWhiteShadowSm](https://www.covisum.com/hs-fs/hubfs/5c04dcc29f4b6e497809a3d8_covisumWhiteShadowSm.png?width=251&height=44&name=5c04dcc29f4b6e497809a3d8_covisumWhiteShadowSm.png "5c04dcc29f4b6e497809a3d8_covisumWhiteShadowSm")](http://covisum.com)

** Call us: [402.235.4500](tel:4022354500)

### ON-DEMAND WEBINAR:

# **Retirement Delivered Webinar Series**

The first of the 7-part webinar series took place on March 14th where Joe Elsasser, CFP®, President and Founder of Covisum, covered:

- 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.  

Visit [**www.covisum.com/retirement-delivered**](https://www.covisum.com/retirement-delivered) to learn more about the other webinars in the series.

[***Software subscribers can view the series on-demand!***](https://www.covisum.com/en-us/rd-webinar-on-demand)

 

![RD-1of7-EmailHead](https://www.covisum.com/hs-fs/hubfs/RD-1of7-EmailHead.png?width=600&height=200&name=RD-1of7-EmailHead.png)

![Address](https://www.covisum.com/hubfs/Covisum%20Apr%202017%20Theme/Images/map25-redish.png)

444 Regency Parkway Dr. Suite 201 Omaha, NE 68114

![Mail](https://www.covisum.com/hubfs/Covisum%20Apr%202017%20Theme/Images/envelope4-green.png)

[sales@covisum.com](mailto:sales@covisum.com)  
[help@covisum.com](mailto:help@covisum.com)

![Telephone](https://www.covisum.com/hubfs/Covisum%20Apr%202017%20Theme/Images/telephone65-blue.png)

[877.844.7213](tel:877.844.7213)

- [**](https://www.facebook.com/covisum/)
- [**](https://twitter.com/covisum)
- [**](https://www.linkedin.com/company/covisum)
- [**](https://www.youtube.com/channel/UCcpqTvwn5xagflw-Y3_8qdQ)

![Covisum](https://www.covisum.com/hubfs/Covisum%20Apr%202017%20Theme/Images/covisumWhiteShadow5.png)

© 2010 – 2026 Covisum®. All Rights Reserved. Covisum is not connected with, affiliated with or endorsed by the United States government or the Social Security Administration. The local advisor offering Covisum products may be an insurance agent, financial advisor, accountant or attorney. Advisors may offer other products or services and are compensated by commissions and/or fees for any other services they may provide.

[Privacy Policy](https://www.covisum.com/privacy-policy/)