Income Lab @WeAreIncomeLab
Income Lab is the only provider of software for true dynamic income planning for financial advisors. Our mission is to revolutionize retirement planning. incomelab.io Golden, Colorado Joined August 2019-
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Income Lab was honored to be a finalist at the 11th Annual Wealth Management Industry Awards in New York last night. Congratulations to all the winners and finalists who are helping shape the future of our industry!
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Helping clients feel confident about retirement just got easier. Income Lab is the go-to solution for advisors who want to raise the bar on their retirement planning. Sign up today for only $20 for the first 30 days: bit.ly/4p3DYvU
Day 1 of the Fall NAPFA Conference is off to a great start, beginning with Derek Tharp's standing room only session! 🙌 Looking to elevate your retirement planning software? Swing by the Income Lab booth and see our award-winning software in action.
📅 September is a busy month for the Income Lab team! Catch us at these upcoming events—we’d love to connect with you in person. See you there!
We’re heading to FutureProof Festival! 🌴Connect with Johnny Poulsen, Ashley Dudzik, Meagan Skalet, and Taylor Gorjiyan on the boardwalk, and learn how Income Lab is revolutionizing retirement income planning.
We’re excited to welcome Monty Riggs to Income Lab as our new Enterprise Operations Specialist. We’re thrilled to have him on the team and look forward to the impact he’ll make in supporting our enterprise partners.
Lab Talk Tuesday is just 2️⃣weeks away! Join Justin and Derek for a lively session where they'll dive into your questions, showcase new features, explore real-world modeling examples, and more. Check your email for registration details!
Meet LifeHub by Income Lab. It brings income, assets, taxes, goals, and milestones together in a single page interactive view - so you can build, explain, and adjust a retirement plan without bouncing between tabs. Schedule a demo today: bit.ly/4lCBeDr
We’re heading to DC next week for the NAPFA Fall Conference on September 3–6! Connect with Juan Romero, Derek Tharp, and Mawukle Yebuah to see how we’re reshaping the future of retirement planning.
TODAY marks the final session of our Social Security Masterclass. Join leading financial planners and experts as they share strategies to help you guide clients through Social Security conversations with clarity and confidence. Register today: bit.ly/4fzLdHL
Helping clients feel confident about retirement just got easier. Income Lab is the go-to solution for advisors who want to raise the bar on their retirement planning. Curious what the hype is about? Book a demo to learn how our software can work for you! bit.ly/3Rjr25G
Income Lab is headed to the Wealthie's in New York! We’re honored to be nominated in the Retirement Income Technology category and excited to celebrate with all the incredible people shaping the future of the industry.
🎥 Missed a Masterclass session? Don’t worry, we’ve got you covered. Watch all past recordings here: bit.ly/471lCVW And don’t forget - the final live session is coming up next week! Register now: bit.ly/4fzLdHL
The countdown is on - only ONE WEEK until the final session of our Social Security Masterclass! 🎉 Join us as a panel of top advisors share strategies on how to confidently guide clients and prospects through Social Security conversations. 🔗 bit.ly/4fzLdHL
We’re excited to welcome Rodger Allen to Income Lab as our new Sales Specialist! Welcome to Team Income Lab, Rodger!
Income Lab users, we have exciting things happening in the lab. Don't miss out - there's still time to register. See you there!
Join us in giving a warm welcome to Michael Johnson, our new Account Manager! We’re excited to have you on Team Income Lab, Michael!
New in Social Security Optimizer: Stress Test See how different claiming strategies would have fared in past downturns, like 2008. Compare side by side to help clients see trade-offs & make confident choices. 🔍 bit.ly/3Rjr25G
Join us for Class 5 of our Social Security Masterclass and learn how to explain benefits clearly, address common misconceptions, and guide clients toward confident retirement decisions. Secure your spot today: bit.ly/4fzLdHL
TODAY: Social Security Masterclass 4 - The Psychology of Social Security Claiming. ✅ 2 pm ET on Zoom ✅ 1 CFP® CE Credit Register now to claim your spot: bit.ly/4feb0oB Not available? No problem - register and we’ll send the replay straight to your inbox.
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