Webinar Registration

Dodging the Tax Torpedo and Capturing Retirement Income Opportunities with Tech
Boost Your Client's Social Security, Retirement Savings and Income Planning outcomes and reduce out-of-pocket costs -
Wednesday, September, 28
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ET
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75 minutes
Joe Elsasser
Joe Elsasser, CFP
Founder and President, Covisum

What You'll Learn

Your clients likely have several retirement savings accounts including 401(k)s, 403(b)s, IRAs, fixed annuities, or certificates of deposit. Many have income from Social Security or pensions as well. When you consider all of the different factors, creating a smart retirement strategy can get…

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What You'll Learn
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Webinar Description

Your clients likely have several retirement savings accounts including 401(k)s, 403(b)s, IRAs, fixed annuities, or certificates of deposit. Many have income from Social Security or pensions as well. When you consider all of the different factors, creating a smart retirement strategy can get complicated. The right tech can make it easier. Join Joe Elsasser, CFP, to learn how technology can help you demonstrate:

  • the value of a smart Social Security claiming decision
  • how to avoid the dreaded "tax torpedo" and other tax traps
  • which account to withdraw from and when
  • how a retirement strategy will be impacted by various stressors like inflation or a long-term care need