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 • ET • 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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Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.