Webinars
Live workshops and on-demand sessions from Justin, Derek, and the Income Lab team. Real client scenarios, working retirement math, and practical tools you can use in your next meeting.
On-Demand
Full Life-Cycle Planning: Working Years Through Retirement
Justin Fitzpatrick walks through how advisors use Income Lab across all three phases of a client relationship: the working years, the run-up to retirement, and retirement itself. Retirement paycheck, Roth conversions, Social Security timing, IRMAA, and Penny's tactical tax tools, in one platform.
Watch the recording →Penny Live: An AI Paraplanner for Financial Advisors
Justin Fitzpatrick and Derek Tharp work through Roth conversions, IRMAA appeals, and inherited IRAs live with Penny, Income Lab's AI Paraplanner. Real client scenarios, three-hour paraplanner math compressed into a conversation.
Watch the recording →Creating The Ultimate Retirement Checklist
Russ Thornton (Wealthcare for Women) walks through how he uses Income Lab and Move Health together to build retirement checklists that adapt to changing healthcare costs and life events. Watch the full session and download Russ's three client worksheets.
Watch the recording →More webinars coming throughout 2026. Browse past sessions in the Research Center.