Income Lab Academy - Event
Join us for a day of learning, networking, and discovery. Master Income Lab and transform your financial planning practice.
Last published on: March 03, 2026
Join us for a day of learning, networking, and discovery. Master Income Lab and transform your financial planning practice.
The Income Lab Academy is a one-day in-person event designed to help financial advisors like you become power users of Income Lab. Through expert-led sessions, hands-on workshops, and real-world case studies, you’ll gain the skills and confidence to take your practice to the next level.
Income Lab Academy is an educational event where advisors learn how to use Income Lab effectively and strategically beyond basic familiarity. It combines expert-led instruction with interactive, hands-on learning so participants gain practical experience they can apply directly with clients.
Whether you’re a new Income Lab user or looking to deepen your expertise, this event is your opportunity to learn, connect, and grow.
Join us as we travel to different locations across the US. Network with other advisors using the same tools, and deep dive into Income Lab with real-world case studies.
Income Lab Academy Website
Video: Income Lab Academy
Video Transcript
00:00
[Music] Yeah, Income Lab Academy has been great. It's been great to uh network with other advisers who are all users of Income Lab and all are here to really help deliver more value to clients. My experience here at the Income Lab Academy has really been wonderful. Uh a lot of people here who are very knowledgeable.
00:24
It's nice to interact with them and shed some light on my business that I can improve. >> This has been very helpful to be at Income Lab and to hear other advisers how they're using it, what problems they've run into, and what solutions they've found. One thing that I enjoy the most um not just the information that we're getting from Income Lab team and overviews of the products going through different scenarios and analysis but I think the the communication and the camaraderie that we have with other advisers that are here. So I think
00:54
that's the main part is just to get around other people and other advisers that are actually using the software that you're implementing to your firm. I would always suggest that hands-on learning is the best when you can have great conversations with other advisers and how they're using the tools.
01:10
And so if you want to use the tool the right way, I'd advise you to come in person. >> There's no other way to get this type of information than the academy. So it's been a great investment of time and money. [Music]
Want to Register?
Check out the Income Lab Academy page to see if the next event has been announced.
Want updates on where the Academy is heading next?
Join our waitlist and get notified!
Income Lab Academy is an educational event where advisors learn how to use Income Lab effectively and strategically beyond basic familiarity. It combines expert-led instruction with interactive, hands-on learning so participants gain practical experience they can apply directly with clients.
👉 Expert-Led Sessions — Guided training on Income Lab’s key features and planning philosophies.
👉 Real-World Case Studies — Examples and scenarios that show how to navigate common client situations with Income Lab.
👉 Networking Opportunities — Time set aside to connect with peers and Income Lab experts.
Common Questions:
Do attendees receive any material perks?
Yes! Attendees will get some Income Lab swag as part of their experience.
Is food provided?
Yes! During the training day, meals and refreshments are included as part of the event experience.
Will there be future Academy events?
Yes! Income Lab regularly hosts Academy sessions and advisors can join the Waitlist to be notified about future opportunities.
Making the Most of Your Academy Experience:
Bring a Laptop
- Bring your laptop to follow along with the sessions and take part in a live case study with the Income Lab team.
Prepare Ahead
- Review any introductory Income Lab resources or tools you use most often so you can ask informed questions and get tailored insights.
Engage Fully
- Take part in interactive sessions and Q&A — hands-on learning accelerates retention.
Network
- Use breaks and social portions of the event to talk with your peers and the Income Lab team.
Interested in a speaking opportunity at Income Lab Academy? We invite advisors and industry experts to host sessions at the Academy.
Reach out to us at [email protected] for more information.