User Webinar: “Three Case Studies in Retirement Income Planning hosted by Justin Fitzpatrick, PhD, CFA, CFP® and Derek Tharp, Ph.D., CFP®, CLU®, RICP®

Dec 8, 2022

Join us as Justin and Derek, speak about three different case studies. In this webinar, we run through a typical workflow for building, evaluating, and implementing an Income Lab dynamic retirement income plan under different constraints. We show examples of how to incorporate different aspects of a household’s financial situation in one plan and how to use Income Lab visualizations and outputs to select a plan. We’ll also discuss ways to present plans to clients.

 

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