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Next-Level Retirement Planning: Explore the Latest from Covisum

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

Wednesday, June 18th  |  11 AM Central

Join Joe Elsasser for an exclusive look at the newly enhanced Social Security Timing® and Tax Clarity® tools. Designed to help you deliver more value to clients, faster, new versions of these tools bring new features, navigation and all new reports to help you deliver a higher level of clarity and confidence to your retirement income planning process.

In this live session, you’ll learn how to:

  • Unlock more value with optimized Social Security strategies—potentially adding $100,000+ to your clients’ retirement income
  • Visualize and communicate powerful tax-saving opportunities using Tax Clarity®
  • Spot inefficiencies and recommend smarter withdrawal strategies with ease
  • Navigate with confidence using the latest features and interface enhancements in both tools

Whether you're a long-time Covisum user or exploring planning software for the first time, this is your chance to see how the right tools can lead to better client outcomes—and better conversations.

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