How advisors are using Life Hub with their clients
 [Webinar Video] Retirement Income Intel: How advisors are using Life Hub with their clients Panel Discussion  Webinar Transcript welcome everyone we'll give everyone just a another minute to join in this is 0:09 a a panel webinar that we have today it's one of our hot topics uh everyone 0:14 every time we have a panelist webinar uh it is one of o...
How Real Retirement Income Stress Testing Changes the Client Experience
 Until now, retirement stress tests have simply reported that the "probability of success" decreases if things get rough. However, this doesn't explain to clients how an advisor actively managing their retirement spending can help them navigate those tough times through smart adjustments. Hear from our panel of experts on how Income Lab's new Reti...
Holistiplan + Income Lab: Differentiating Your Practice with Ryan Townsley (Part 2 of 2)
This webinar is part 2 of 2 Clients today are expecting more from their advisors, especially when it comes to saving money on taxes, both now and in the future during retirement. This webinar is a discussion with Ryan Townsley, CFP®, RICP®, CPWA® of Town Capital, Income Lab’s Justin Fitzpatrick, PhD, CFA, CFP®, and Holistiplan’s Laura Beaulieu, to l...
Using Income Lab with Your Tech Stack Panel Discussion
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 ...
Discover Income Lab's New Annuity Features for Comprehensive Retirement Planning
 Modeling how guaranteed income from an annuity can affect a retirement plan is key to making good decisions and providing great retirement income advice. At Income Lab, annuities can be modeled realistically in your clients' retirement income plans, reflecting how annuity balances and income streams affect how much clients can spend and their reti...
How and why to move beyond "Probability of Success" in retirement planning
PANEL: Jamie Hopkins, David Blanchett, Jeff Brown Monte Carlo simulations and the concept of "Probability of Success" were significant innovations in financial planning more than two decades ago. However, it's now clear that retirement isn't a pass/fail proposition and that today's retirees need guidance, not scores. Our panel of experts will discus...
Planning for a Long Life Can be Dangerous
Retirement planners often focus on longevity risk, or the risk of living longer than expected. But there is another risk that is often ignored: Mortality risk, or the risk of one spouse dying earlier than expected and leaving the surviving spouse with lower-than-expected resources. In this webinar, Income Lab's Justin Fitzpatrick, PhD, CFA, CFP® wil...
Does "Probability of Success" lead retirees to the regret zone?
Income Lab CIO Justin Fitzpatrick will be joined by financial advisors Jason Juhl (Carson Group) and Ryan Townsley (Town Capital) to discuss how "Probability of Success" distorts retirement income planning and leads to client anxiety. The panel will cover how advisors can change their practice to better address client goals and help clients worry le...
Altruist + Income Lab - Empowering RIAs to drive better client outcomes through retirement income planning
A conversation between Altruist and Income Lab. Ted Zhang of Altruist and Justin Fitzpatrick of Income Lab give a brief demo of both platforms and discuss how the integration creates efficiencies for advisors to do retirement income planning.  Video: Empowering RIAs to drive better client outcomes through retirement income planning Webinar Transcr...
Holistiplan + Income Lab (Part 1 of 2)
This webinar is part 1 of 2. The goal of this webinar is to help advisors understand how to use and implement both platforms in their practice to provide tax-smart distribution planning as part of a comprehensive financial planning offering. Presenting on behalf of Holistiplan is Torie Happe, Head of Partnerships, and she will be joined by Justin Fi...
Do financial plans underestimate inflation risk? How to handle sequence-of-inflation effects in planning?
Inflation is variable and uncertain, and inflation risk can significantly impact financial plans. However, inflation is typically still treated as a known and constant factor in most plans. In this webinar, we'll discuss some of the ways that failing to account for inflation risk can impair retirement spending plans and provide ways to address this....
Growing your business with Income Lab Panel Discussion
 Video: Growing your business with Income Lab Webinar Transcript foreign 0:39 we'll get going here in just a couple of minutes folks so we got a bunch of people joining 1:18 hey Justin Hey Taylor hi I'm malcoli today because 1:24 I was we had a little glitch so everyone called me probably no I'm 1:30 kidding well nice to see everyone hello good to ...
How Income Lab’s New Social Security Optimizer Challenges the Status Quo - Webinar
For years, the go-to advice has been, “Wait until 70 to claim Social Security.” But what if that guidance is too simplistic for today’s retirees? Watch this webinar recording to discover Income Lab’s new Social Security Optimizer, the first module released within Decision Lab, and see how this powerful new tool helps advisors move beyond simplistic ...
Life Hub Launch Webinar
Life Hub ties together truly dynamic income planning and tax-smart distribution planning by allowing advisors and clients to create, edit, and explore their entire plan in one place, on one screen, at any level of detail. Life Hub offers a new way for advisors to build, present, and update plans for their clients. It helps eliminate the feeling tha...
Unlock Planning Potential: How To Leverage Income Lab and fpPathfinder For Better Client Conversations
Elevate your client services with a real advisor use case! Join fpPathfinder and Income Lab as advisor Randy Dippell shows you how this new, powerful integration simplifies complex planning calculations and delivers client-ready guides that build trust, boost confidence, and uncover key planning opportunities. Key Takeaways ✅ See Randy Dippell’s wor...
Behavior-Focused Retirement Planning: Client Conversations, Guardrails, and Ongoing Plan Monitoring
The most resilient retirement plans are built around human behavior, not just numbers. In this video from Income Lab and Andes Risk, Justin Peek, CFP®, CLTC®, CCFC® (Founder & Lead Advisor, Peek Wealth), Justin Fitzpatrick, PhD, CFP® (President & Co-founder, Income Lab), and Neil Hickey, CIMA® (EVP of Sales and Marketing, Andes Risk) show ho...