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Sneak Peek: Major Updates Coming Soon

Presented by Joe Elsasser, CFP® | Founder of Covisum and Practicing Financial Advisor

During this exclusive webinar, Joe demonstrated the all-new features and enhancements coming to Social Security Timing® and Tax Clarity®. These updates are designed to help you:

  • Uncover optimized Social Security strategies—potentially adding thousands in retirement income
  • Visualize and communicate powerful tax-saving opportunities
  • Identify withdrawal inefficiencies and suggest smarter strategies
  • Navigate seamlessly with our new interface and redesigned reports

Whether you're a long-time user or just starting to explore planning tools, this is a great opportunity to see how these updates can help you deliver even more value to your clients.

This recording took place on Wednesday, June 18, 2025

 
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