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Income Lab / Resources / Education

How To Talk to Clients and Prospects About Social Security

August 27, 2025 · 1 min read
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How Stress Testing Retirement Plans Builds Client Confidence → Reducing Retirement Risk By Managing Communication Outrage → Taxes and Software with Justin Fitzpatrick → Simplifying Retirement Income Planning Visualization Using The 'Spending Risk Curve' →

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In This Article

    JF

    Justin Fitzpatrick

    PhD, CFP, CLU, RICP

    Co-founder & CIO, Income Lab

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