CIO
Income Lab
Justin Fitzpatrick is co-founder and Chief Innovation Officer of Income Lab, where he leads research and development. Income Lab builds and provides software to financial advisors for ongoing retirement income and tax-smart distribution management. Justin is focused on advancing the research and practice of retirement planning, and his research and writing have appeared in many top industry publications. Justin is a CFA Charterholder and a Certified Financial Planner (CFP) professional. He earned a PhD from the Massachusetts Institute of Technology and has taught at MIT; Harvard University; Queen Mary, University of London; and UCLA.
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How to Improve Client Experiences with Spending Adjustments in Retirement
Wednesday, September 27, 2023
1:00 PM – 2:00 PM MST