This Academy is a 2-day virtual event designed to help financial advisors become confident users of Income Lab through expert-led sessions and real-world case studies, delivered straight to your screen so you can join from anywhere.
This event is beginner-friendly and a great starting point if you're a new Income Lab user. No prior experience with the platform is required.
New to Income Lab or looking for an Income Lab refresh? This event is designed to help you build a strong foundation. Learn the essentials, connect with our team, and grow into a confident user.
Expert‑led Sessions
Hands‑on Workshops
Real‑world Case Studies
Virtual - Zoom
Welcome & Academy Kickoff
(Optional) Case Study Coaching Lab / Office Hours
Academy Wrap-Up & Next Steps
(Optional) Case Study Coaching Lab / Office Hours
Justin Fitzpatrick
Justin Fitzpatrick is co-founder and President of Income Lab, where he leads research and development. Justin is focused on advancing the research and practice of retirement planning, and his research and writing have appeared in many top industry publications.
Mawukle Yebuah
As Chief Experience Officer, Mawukle combines his experience in financial services to share the story of Income Lab. As Income Lab’s first employee, Mawukle helped launch the software and has been intimately involved with its evolution.
Ben Vega
Ben Vega is the Account Manager Team Lead at Income Lab. Ben has over six years of experience as an Account Manager in the FinTech space. He has worked with many advisors to personally help them learn and become Income Lab experts.
Discover Skills & Tools
Walk away with practical skills and tools you can use immediately.
Gain Actionable Insights
Gain actionable insights to elevate your financial planning practice.
Learn & Connect
Learn from Income Lab’s experts and connect with Income Lab power users.
LifeCraft Financial Planning
“My great experience at the Income Lab Academy is to give myself a whole day to just dive into how to be a power user and to really master the things that have been questions for me.”
Legacy Strategic Partners
“I encourage anyone who has an interest in mastery and really serving on a higher level their clients, to come and participate. I think there’s no other way to get this type of information, and in one setting, really dig deeper and better understand how to use the platform than the academy.”
Who should attend this event?
How much does the event cost?
Will I receive any digital materials?
Yes! All registered attendees will receive access to case studies, advisor scripts, and slide decks that can be used before, during, and after the academy.
Do I need to have an Income Lab account in order to attend?