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
Price: $599
Venture X Greenwood Village 6400 S Fiddlers Green Cir Ste. 100, Greenwood Village, CO 80111.
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Check-In & Breakfast
A Welcome from Mawukle Yebuah
The Income Lab Story: Mastering Our Why
Mastering the Plan: Best Practices & Pitfalls
Morning Break
Mastering the Guardrails
Connect over a Catered Lunch
Mastering Advanced Tax Strategies
Unlocking the Vision: Where Are We and Where Are We Going?
Mastering the Conversation: The Keys to Presenting to Clients
Afternoon Break
A Conversation with the Masters: Expert Q&A
Sealing the Vault: Closing Remarks
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.
Step into a day designed to transform the way you think about retirement planning. Mawukle kicks things off by welcoming attendees and opening the door to the “masters and locks” theme—where mastery of key tools unlocks new potential in your practice. This is more than a training; it’s a mindset shift.
with Justin Fitzpatrick
Behind every masterful tool is a powerful purpose. In this opening session, Justin takes us on a journey through Income Lab’s origin, born from the belief that retirement planning deserves better. Learn how our “why” has shaped everything from the software’s design to our vision for the future. This session provides the foundation for the day, connecting every insight to a deeper mission.
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with Mawukle Yebuah and Ben Vega
Even the best tools can be misused without the right instruction. Join Mawukle and Ben as they unlock the secrets to building plans that work, not just technically, but strategically. We’ll walk through core workflows, real household scenarios, and learn how to avoid common traps. See the full arc of a completed plan, from data input to final report, and gain the clarity to use Income Lab like a pro.
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Pause, recharge, and connect with peers. Coffee and conversation await.
with Justin Fitzpatrick
In this session, Justin dives deep into the framework that redefines retirement income planning. Discover how guardrails can unlock better outcomes, build client confidence, and support dynamic, data-driven adjustments over time. Stick around for a live Q&A where Justin addresses your real-world use cases and questions on the spot.
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Enjoy a catered lunch in a relaxed environment designed for connection and cross-pollination. Whether you’re diving into strategy or swapping stories, this time is yours to engage with peers and the Income Lab team.
with Justin Fitzpatrick
Tax strategy is one of the most powerful levers in retirement planning and it’s often one of the most underused. Justin reveals how to unlock the full tax-planning capabilities of Income Lab, from scenario modeling to cash flow smoothing and beyond. This session is ideal for advisors ready to go beyond the basics and bring sophisticated tax awareness into everyday conversations.
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An Exclusive Look with Ben Vega and Mawukle Yebuah
It’s time for a sneak peek into what’s next. In this exclusive-access session, Ben and Mawukle unveil new tools and upcoming features. This isn’t just a product demo, it’s a look into the future of retirement planning and your front-row seat to what’s coming. Be the first to see it. Be the first to use it.
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with Randy Dippell and Mawukle Yebuah
A brilliant plan is only as good as your ability to explain it. In this highly interactive session, Randy and Mawukle break down how to communicate complex ideas with simplicity and impact. You’ll walk through real client presentations, get live feedback, and leave with new tools for translating data into confidence. It’s part art, part science, and it’s all learnable.
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Take a moment to reset and reflect. Grab a refreshment and gear up for the final session.
with Justin Fitzpatrick, Randy Dippell, Aaron Hersh, Mawukle Yebuah & Ben Vega
What do you get when you put four Income Lab experts in one room? Access and answers. This final session is your chance to ask the questions that matter most to you. Whether it’s technical deep-dives, planning philosophy, or implementation strategies, our panel is here to unlock answers in real time. Come curious. Leave empowered.
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with Mawukle Yebuah
As we close the day, Mawukle brings everything full circle recapping key takeaways, highlighting standout moments, and reflecting on the journey we’ve taken together. This is your moment to pause, lock in your learnings, and leave with clarity, confidence, and a renewed sense of purpose. Mastery isn’t the end, it’s a launchpad. Let’s go forward, together.
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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?
Are hotel accommodations provided?
Currently, hotel accommodations are not provided. However, event locations are chosen to ensure plenty of hotel options are available in the area for your choosing.
Here are a few nearby options to begin your search for the May 8th, 2025 - Denver Income Lab Academy
Will there be other Income Lab Academy events in the future?