The Income Lab Academy is a one-day in-person event designed to help financial advisors like you become power users of Income Lab. Through expert-led sessions, hands-on workshops, and real-world case studies, you’ll gain the skills and confidence to take your practice to the next level.
Whether you’re a new Income Lab user or looking to deepen your expertise, this event is your opportunity to learn, connect, and grow.
Expert-led Sessions
Hands-on Workshops
Real-world Case Studies
Venture X Greenwood Village 6400 S Fiddlers Green Cir Ste. 100, Greenwood Village, CO 80111
Check-In & Breakfast
Welcome and Introductions
Building and Presenting Real Client Scenarios
Morning Break
Real-world Case Studies
Q&A with Justin Fitzpatrick
Advanced Strategies - Tax Planning
Afternoon Break
Mastering the Client Presentation
Wrap-Up & Closing
Justin Fitzpatrick
Justin Fitzpatrick is co-founder and Chief Innovation Officer of Income Lab, where he leads research and development. Justin is focused on advancing the research and practice of retirement planning, and his research and writing have appeared in many top industry publications.
Mawukle Yebuah
As Chief Experience Officer, Mawukle combines his experience in financial services to share the story of Income Lab. As Income Lab’s first employee, Mawukle helped launch the software and has been intimately involved with its evolution.
Ben Vega
Ben Vega is the Account Manager Team Lead at Income Lab. Ben has over six years of experience as an Account Manager in the FinTech space. He has worked with many advisors to personally help them learn and become Income Lab experts.
Discover Skills & Tools
Walk away with practical skills and tools you can use immediately
Gain Actionable Insights
Gain actionable insights to elevate your financial planning practice
Learn & Connect
Learn from Income Lab’s experts and connect with Income Lab power users
Who should attend this event?
How much does the event cost?
Will I receive a T-shirt?
Will food be provided?