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 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!

Contact us to join the Income Lab community to view our exclusive webinars. 

Justin Fitzpatrick, PhD, CFA, CFP - President and Co-Founder of Income Lab
Justin Fitzpatrick, PhD, CFA, CFP

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.

View all articles by Justin LinkedIn

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Is California a low-tax state for Retirees? Looking beyond top marginal state tax rates. → Retirement Income Intel: How advisors are using Life Hub with their clients Panel Discussion → How-To and Q&A User Webinar - Tax Center Review (March 2022) → Retirement GPS Part 1 – Building and Presenting Plans →

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