Retirement Delivered Webinar Series

The first of the 7-part webinar series took place on 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 to learn more about the other webinars in the series. Software subscribers can view the series on-demand!