Behind the scenes at The Arrow Group meeting in Omaha

Financial advisors from all over the country rallied in Omaha, Nebraska, April 4 and 5 at the Embassy Suites by Hilton Omaha Downtown Old Market. Joe Elsasser, president of Covisum, started the event with exciting updates from Covisum. In the first session, members broke into accountability groups for a team-building activity featuring the Johari Window. Read more about Behind the scenes at The Arrow Group meeting in Omaha[…]

The Arrow Group member feature: Jeremy Armagost

Jeremy Armagost, CFP® RICP® has earned his Master’s Degree in Financial Planning from the College for Financial Planning. He has also earned the RICP® designation which is an advanced designation dealing with retirement income planning. Prior to his financial planning career, after graduating from the Air Force Academy, he spent 10 and a half years as Read more about The Arrow Group member feature: Jeremy Armagost[…]

Workshops, presentations & networking for The Arrow Group Advisors

Twice a year, Covisum hosts a special event for The Arrow Group, a facilitated peer-to-peer coaching program for successful advisors. This spring, The Arrow Group members and the Covisum team will converge in Omaha, Nebraska, for two days of presentations, workshops and networking to help advisors improve strategy, marketing, and execution. Members of The Arrow Group also Read more about Workshops, presentations & networking for The Arrow Group Advisors[…]

Meet Bill Corley, member of The Arrow Group

Bill Corley is a Certified Financial Planner at Corley Investment Management located in Folsom, California. William Corley, CFP®, has specialized in helping people with their retirement income issues for more than 25 years. For the last two years he has extensively worked with people on their Social Security issues. He has attended Covisum’s The School Read more about Meet Bill Corley, member of The Arrow Group[…]

Lauren DeGroot, Arrow Group member

Lauren DeGroot is an associate advisor at Sequent Planning, LLC, an Omaha-based investment advisory and financial planning firm. Her practice is focused specifically on helping people with major retirement-related decisions, including when to take Social Security, when to draw from various retirement accounts and how to manage risk and taxes throughout retirement. As a member Read more about Lauren DeGroot, Arrow Group member[…]

The Arrow Group rallies in Reno

Financial advisors from across the country gathered in Reno, Nevada, Oct. 20 and 21 at Atlantis Casino Resort and Spa. The summit featured intensive training sessions on the next generation of Covisum™ tools and how to add quantifiable value to client lives, ultimately growing The Arrow Group member’s businesses. Joe Elsasser, president of Covisum and creator Read more about The Arrow Group rallies in Reno[…]

Dijana Cenic. All Rights Reserved.