Creating The Ultimate Retirement Checklist

Whether a client is years, months, or days away from retirement, there is always something to be done to create a successful plan. One of the most powerful things an advisor can do is help clients understand, visualize, and take control of their retirement plan. That means focusing on what they can influence: managing income, optimizing healthcare costs, and making smart annual updates. With Enhanced APTCs now sunsetted, getting healthcare costs right is more urgent than ever.

Russ Thornton, CFP® Wealthcare for Women

Justin Fitzpatrick, CFA, CFP® President & Co-Founder · Income Lab

Cole Craven Founder, Head of Growth · Move Health

Save Your Seat

Monday, April 28, 2026

1:00 PM CT / 2:00 PM ET

60 minutes, live Q&A included

Free to attend

First Name

Last Name

Work Email

Phone

Are you a current Income Lab and/or Move Health user?

A calendar invite with the join link will be emailed immediately after registration.

What You'll Walk Away With

Life Event Triggers

Identify the critical moments that should prompt retirement income and healthcare planning conversations with clients.

Income Over Investments

Help clients manage their income to better control healthcare costs and qualify for programs like Premium Tax Credits, especially now that Enhanced APTCs have been sunsetted.

Plans That Stay Current

Use Income Lab's tools to easily update retirement income strategies and keep plans on track month after month, regardless of changing market conditions and life events.

Smarter Healthcare Decisions

Leverage Move Health's platform to guide clients through healthcare decisions that protect both their wealth and their health as they age.

Meet Your Speakers

Russ Thornton, CFP®

Founder, Wealthcare for Women

Russ is a practicing financial advisor and the founder of Wealthcare for Women. He uses both Income Lab and Move Health daily with his clients. In this workshop, he'll share his actual process for creating and maintaining retirement checklists that adapt to life's changes.

Justin Fitzpatrick, CFA, CFP®

President & Co-Founder · Income Lab

Justin is the President and Co-Founder of Income Lab. He'll be hosting the session and providing context on how Income Lab's guardrails-based approach fits into a comprehensive retirement planning workflow.

Cole Craven

Founder, Head of Growth · Move Health

Cole is the founder and Head of Growth at Move Health, the healthcare planning platform built for financial advisors. He'll share how advisors are using Move Health alongside Income Lab to deliver more complete retirement plans.

This is a practitioner-led session, not a product demo. Expect real workflows and strategies from an active practice.

Presented By

Retirement income planning software built on guardrails. Helps advisors answer "How much can I spend?" with a specific number, not a probability.

Healthcare planning platform for financial advisors. Helps clients make smarter healthcare decisions that protect their wealth as they age.

Reserve Your Spot

April 28, 2026 · 1:00 PM CT / 2:00 PM ET · 60 minutes · Free