Research Center
Guides, strategies, and analysis for retirement planning professionals
Category
Title
Type
Date
Time to Read
Webinars
Your Client Needs Cash. Where Should It Come From?
Webinar
Sep 2
1 min →
Webinars
Is It Worth It? Jason Hamilton’s Candid Answer on Bringing Income Lab into His Practice
Webinar
Aug 20
1 min →
Webinars
Why Didn’t Anyone Show Me This Before?
Webinar
Jul 24
1 min →
Webinars
Income Lab in Production: How Advisors Bring Value 5x Faster
Webinar
Jul 7
1 min →
Webinars
The Case Against Waiting Until 70
Webinar
Jul 1
1 min →
Webinars
Tax Planning That Moves the Needle
Webinar
Jun 23
1 min →
Webinars
What Can I Spend? Why Probability of Success Doesn’t Work for Your Clients
Webinar
Jun 16
1 min →
Webinars
Full Life-Cycle Planning Webinar
Justin Fitzpatrick walks through how advisors use Income Lab across the working years, the run-up to retirement, and retirement itself:...
Webinar
May 28
1 min →
Webinars
Penny Live: Retirement Questions Answered in the Room
Justin Fitzpatrick and Derek Tharp work through Roth conversions, IRMAA, and inherited IRAs live with Penny. May 7, 12pm MT....
Webinar
May 5
1 min →
Webinars
Creating The Ultimate Retirement Checklist
Free live workshop April 28, 2026. Russ Thornton shares how he uses Income Lab and Move Health to build retirement...
Webinar
Apr 28
1 min →
Webinars
Rethinking the “Delay to 70” Rule: Integrating Risk, Behavior, + Utility into Social Security Advice
Webinar
Dec 3
1 min →
Webinars
Data Entry is Dead. How AI is Transforming Advisor Workflows
Webinar
Oct 28
1 min →
Showing 1 – 12 of 68 resources
Filtered by: Webinars
See How It Works With Your Client Scenarios
30-minute personalized walkthrough. No commitment.
Book a Walkthrough