Elevate Your Expertise

Join us for a day of learning, networking, and discovery. Master Income Lab and transform your financial planning practice.

What to Expect

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

April 30, 2026

8:15 am - 5:00 pm CT

Austin, Texas

The University of Texas at Austin -
Commons Conference Center
2901 Read Granberry Trail
Austin, TX 78758

Early Bird Special

Ends March 19th

$499 $599

Agenda

Check-In & Breakfast

Unlocking the Day:

Session 1 The Income Lab Story

Session 2 Case Study

Morning Break

Session 3 Deep Dive into Decision Lab

Lunch – Fuel for the Masters

Connect over a Catered Lunch

Session 4 Master Guardrails

Session 5 Advanced Tax Strategies

Session 6 Keys to Presenting

Afternoon Break

Session 7 Advisor Panel Q&A

Wrap-Up & Closing

Can’t make it to this event?

Join our waitlist to be in the know of when and where the next training event will be.

Join the Waitlist

Meet the Experts

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.

Top 3 Reasons to Attend

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

The Full Agenda

Unlocking the Day: A Welcome from Mawukle Yebuah

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.

The Income Lab Story: Mastering Our Why

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.

Mastering the Plan: Best Practices & Pitfalls

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.

Morning Break

Pause, recharge, and connect with peers. Coffee and conversation await.

Mastering the Guardrails

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.

Fuel for the Masters: A Collaborative Midday Break

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.

Mastering Advanced Tax Strategies

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.

Unlocking the Vision: Where Are We and Where Are We Going?

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.

Mastering the Conversation: The Keys to Presenting to Clients

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.

Afternoon Break

Take a moment to reset and reflect. Grab a refreshment and gear up for the final session.

A Conversation with the Masters: Expert Q&A

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.

Sealing the Vault: Closing Remarks

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.

What People Are Saying

Cynthia Brame

Legacy Strategic Partners

Miriam Whiteley

Life Craft Financial Planning

Miriam Whitely

LifeCraft Financial Planning

“My great experience at the Income Lab Academy is to give myself a whole day to just dive into how to be a power user and to really master the things that have been questions for me.”

Cynthia Brame

Legacy Strategic Partners

Cynthia Brame

Legacy Strategic Partners

“I encourage anyone who has an interest in mastery and really serving on a higher level their clients, to come and participate. I think there's no other way to get this type of information, and in one setting, really dig deeper and better understand how to use the platform than the academy.”

Chad Castle

Winnow Wealth

“You can never learn less. And so if you want to use the tool the right way, I'd advise you to come in person.”

Miriam Whiteley

Life Craft Financial Planning

Randy Dippell

Milestone Money

“It's been great to see all the people you usually see on zoom calls in person, and it's also great to network with other advisors who are all users of Income Lab and all here to try and make themselves pros at Income Lab.”

Frequently asked questions

Who should attend this event?

Financial advisors who want to master Income Lab and enhance their financial planning expertise.
How much does the event cost?

Our Early Bird rate is $499 through March 19, 2026. After that date, the regular price will be $599.
Will I receive a T-shirt?

Yes! All attendees will receive a branded T-shirt. Please provide your size during registration.
Will food be provided?

Yes. Breakfast, Lunch, and Snacks will be provided during the day.
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 just a few nearby options to begin your search for April 30, 2026 - Austin Income Lab Academy

Archer Hotel Austin

The Westin Austin at The Domain

Home2 Suites by Hilton Austin North/Near the Domain

Lone Star Court, Valencia Hotel Collection

Residence Inn by Marriott Austin Northwest/The Domain Area
Will there be other Income Lab Academy events in the future?

Yes! Join the Waitlist to be the first to know when future Income Lab Academy dates and locations are announced.