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Tax Landscape in 2018 (Webinar)
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Tax Landscape in 2018 (Webinar)

This presentation will discuss the hot topic of taxes and retirement.

 Export to Your Calendar 1/24/2018
When: January 24, 2018
12:00 - 1:00 PM ET
Where: Online Webinar
United States
Presenter: Joe Elsasser, CFP, RHU, REBC
Contact: Member Services
800.392.6900


Online registration is available until: 1/24/2018
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Program Overview

Join Joe Elsasser, CFP® and president of Covisum as he discusses the hot topic of taxes and retirement. Learn how the interactions of different income streams can impact the client’s effective marginal tax rate and diagnose client situations in which an additional dollar withdrawn from or contributed to a retirement account, or a capital gain harvested from a nonqualified account would have an impact far greater than their tax bracket would suggest. 

 

Financial advisors can add significant value to their services by helping clients navigate the complexities of the changing tax landscape. Clients are concerned about the impact on their situation specifically, and whether there are better options available. Learn how to have this conversation effectively, positioning you as a go-to resource in your community for the intersection of tax and retirement planning.  

 

Attendees will learn:

  • How to help clients navigate the changing tax landscape
  • How different income streams can impact clients’ effective marginal tax rate
  • How a withdrawal from or contribution to a retirement account can have a significant impact on retirement planning

Featured Speaker:

Joe Elsasser, CFP, RHU, REBC is president of Covisum, a fintech company providing software, training, and support for financial advisors and enterprises. He is a Certified Financial Planner® and continues to work with individual clients through his own registered investment advisor firm. In 2010, Joe developed Social Security Timing® software which, since its launch, has grown exponentially, now serving over 20,000 financial advisors nationally. Through Covisum, Joe introduced Tax ClarityTM in 2016 and in early 2017, Covisum acquired SmartRisk. Based in Omaha, Nebraska, Joe co-authored “Social Security Essentials: Smart Ways to Help Boost Your Retirement Income,” is a regular speaker at industry events, and is frequently interviewed by trade and national media. 

 

Make the most of your webinar experience—check out these tips.

 

CE Credits

1 CFP® credit, 1 CPE (accounting) credit, and 1 PACE/PRCE credit have been approved. Insurance credits are not available.

 

Registration Fee (includes PowerPoint and access to the archived program)

FSP Premier Members FSP Members Non Members
Live Event: INCLUDED* INCLUDED* $59.99
CFP® Credit: INCLUDED $5 $5
CPE Credit: INCLUDED $5 $5
PACE Credit: INCLUDED $5 $5

* FSP Members still need to register as usual.

 

Registration Options

  • Register online by selecting the "Register" button above.
  • Call our Member Services department at 800-392-6900, Monday–Friday, 9:00 a.m. – 4:00 p.m. ET
  • Refund Policy

Program Material

Upon registration, you will receive instructions via e-mail on how to participate in the program. The e-mail will also include instructions for downloading the PowerPoint presentation.

 

How Webinars Work

All you need to participate in a webinar is a computer with Internet access to view the live presentation. For the audio portion, you have the option of listening to the program through your computer's speakers (VOIP) or through the telephone. If you prefer not to view the Web presentation, you have the option to listen only over the phone.

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Program Archive

This program will be recorded.

Can't attend the live webinar? Register anyway and you'll be automatically sent the link to the recording about a week after the program.

The webinar recording will also be available on the Member Resources page of the Website for FSP members to access.

 

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