Hear how your fellow advisors drive great client experiences with Income Lab. We’ll cover questions like: “How do I talk with my clients about their Income Lab plans?” “How do I explain adjustments and guardrails?” “What is a simple way to describe tax-smart distribution planning?” “What visuals work best with different types of clients?” and much more!
Justin Fitzpatrick is President and Co-Founder of Income Lab, retirement income planning software used by thousands of financial advisors. He developed the guardrails-based approach to retirement income distribution after a decade in financial services at Jackson and seven years in academia at MIT, Harvard, and UCLA. His research on adjustment-based planning has been published on Kitces.com, ThinkAdvisor, AdvisorPerspectives, and FinancialPlanning Magazine.
