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One of our most requested topics is here! Hear how a panel of your peers use Income Lab with their tech stack!

We’ll cover questions like:

  • What other tech do you use in conjunction with Income Lab?
  • How does Income Lab fit into this part of your tech stack?
  • How do you use Income Lab reports with your other tech tools?
  • How does Income Lab change your client engagement/client experiences compared to other parts of your tech stack?

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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.

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Bringing Retirement Strategies To Life: Using Historical Market Visualizations To Drive Client Understanding And Belief In Retirement Plans → Retirement GPS Part 2 – Monitoring and Managing Plans → Next Level Tax Planning to Differentiate Your Firm → Live Case Study Featuring Russ Thornton →

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