What if your next client meeting uncovered six figures in retirement value? That’s the power of Social Security Timing and Tax Clarity—and it's about to get better. Join Joe Elsasser on 6/18 at 11 AM CT for a first look at Covisum’s redesigned tools. 👉 hubs.la/Q03rRwxQ0

The 2025 Social Security Trustees Report is here. What should advisors know—and how can you help clients plan with confidence? Joe Elsasser, CFP®, explains in this quick read. 👉hubs.la/Q03sWXKS0 #RetirementPlanning #SocialSecurity #FinancialAdvisor

Our team is out of the office today, but you can still find answers to common questions anytime in our Help Center. We'll be back and ready to assist you on Monday, July 7th at 7:30 AM Central. Wishing you a safe and enjoyable Independence Day! hubs.la/Q03nYjlm0

OBBBA 2025 is now law. Big tax changes are here—permanent brackets, new senior deductions, SALT cap updates & more. See what it means for your clients & how Tax Clarity® + Income InSight® keep you ahead. Read the blog: hubs.la/Q03wKvc90 #TaxPlanning #OBBBA2025

OBBBA 2025 rewrote the rules, are you ready to guide your clients through it? Join us for a free webinar, Wed. 7/16 at 11AM CT, where we’ll break down: ✔️ Key provisions ✔️ Client talking points ✔️ Software & seminar updates Stay ahead. Be informed. 👉 hubs.la/Q03xkGvq0

What’s next for retirement planning after OBBBA? Find out from the most-referenced researcher in our field. Wade Pfau takes the stage at Covisum MEET 2025 with “The EMR Process After the Big Beautiful Bill.” Kansas City | Sept. 24–26 Save your seat: hubs.la/Q03xL_vh0

Olympian + innovator John Coyle joins Covisum MEET 2025! In “Time Capital: How to Invest Your Most Valuable Asset for Maximum Returns,” John shares stories + strategies to help you innovate your career + create meaningful impact. KC | Sept. 24–26 hubs.la/Q03xMf8l0

How can seminars + tax planning grow your retirement income practice? Learn how Brandon Welch, MBA, CFP® did it, and how you can too. ✅ Seminar marketing tips ✅ Tax Clarity® in client meetings ✅ Differentiation strategies THUR, 8/7 @ 11 AM CT 👉 hubs.la/Q03ytcwc0

How did Brandon Welch, MBA, CFP®, grow his advisory practice so quickly? By rethinking marketing, running smart seminars, and using Tax Clarity® to highlight planning opportunities. Join the next Covisum Conversations to learn how you can do the same. 👉 hubs.la/Q03Bj_Bz0

The Covisum MEET agenda is live! 📍KC | Sept 24–26 🔹John K. Coyle, Wade Pfau, & more 🔹Tax law, marketing, process & strategy 🔹KC BBQ + advisor community Bringing your team? Call for group pricing! Save your seat: hubs.la/Q03Csm_c0 #CovisumMEET #FinancialAdvisors

We’re just weeks away from Covisum MEET 2025, and this is your last chance to reserve your spot. Join top advisors in KC to unpack OBBBA, sharpen your tax planning strategies, and lead smarter client conversations. Check out the agenda + save your seat: hubs.la/Q03F2RJq0

Did you catch these two quiet but powerful changes in the OBBBA Act of 2025? Here’s what retirement income planners need to know: 🎥 Ep.1: Senior Deduction 🎥 Ep.2: Permanent Brackets + Standard Deduction 👉 Watch now on our Resources page: hubs.la/Q03F2VSf0

Our office is closed today as we take time to relax and recharge. While we’re away, you can still find helpful answers in our Help Center: hubs.la/Q03DLYvT0 We’ll be back tomorrow, ready to help at 7:30 AM Central. Enjoy a safe and well-deserved holiday!

Catch the recording of our latest Covisum Conversations with Brandon Welch, MBA, CFP®. Learn how he built a fast-growing retirement income planning practice using educational seminars and tax-focused strategies. hubs.la/Q03F2TWG0

High-income clients could face a 45.5% effective marginal rate under OBBBA’s new SALT cap phase-out. See who’s impacted + what it means for your planning conversations in our latest OBBBA Bite-Size Insights. 👉 hubs.la/Q03J00YT0 #TaxPlanning #OBBBA

The SSA announced a 2.8% COLA in 2026 Plus: 🔹Max taxable earnings → $184,500 🔹Earnings test → $24,480 (pre-FRA) / $65,160 (FRA year) Social Security remains unlike any other asset: ✔️inflation-adjusted ✔️longevity-protected ✔️tax-advantaged From SSA hubs.ly/Q03Q5lYD0

Smarter retirement income planning starts with Covisum Essentials. Combine Social Security + tax insights for more confident client conversations. Now includes direct uploads for tax docs + Social Security XML. 🎯 Start your free trial hubs.la/Q03TLCW20

We’re grateful for the advisors who rely on Covisum every day. Our office is closed November 27 & 28 for the Thanksgiving holiday so our team can spend time with loved ones. In the meantime, visit our Help Center for support: hubs.la/Q03T-qGh0 Have a wonderful holiday!

From the Covisum team, warm wishes for a joyful holiday season. Our office will be closed Dec. 25-26 and will reopen Monday, Dec. 29 at 7:30 a.m. CT. Support is always available in our Help Center. hubs.la/Q03Yl59H0

Wishing you a strong start to the year ahead. We’re grateful to partner with advisors who bring clarity and confidence to every client conversation. Covisum will be closed Jan 1-2, reopening Monday, Jan 5 at 7:30 a.m. CT. Visit our Help Center: hubs.la/Q03Yl6sh0