It's time to Elevate Your Retirement Income Planning

Lets take your practice to the next level and support your clients not only to retirement but through retirement. Our 6-part Masterclass led by award-winning advisor, Jason Juhl, RICP®, AIF®, of Carson Wealth and Income Lab's CIO Justin Fitzpatrick will teach you everything from the basics of retirement income planning to how to differentiate yourself as an advisor with tax-smart planning. You'll learn how to incorporate proven best practices into your practice and how to set your clients up for success in living their best retirement and with confidence. 

Each class will include applicable tools and resources that you can apply to your business today. Don't miss out on this chance to invest in yourself and in your business by providing better retirement planning services for your clients.

 

| Setting the Foundation

Class 1 is an introduction to the Masterclass series.

> Meet your instructor Jason Juhl
> Basics of retirement income planning
> Probability of Success vs Adjustment-Based Planning
> How a score affects client psychology
> How to shift the conversation to adjustment-based planning
View Recording & Class Materials

| How to Get Started

Class 2 kicks off the practice management of this course. We will cover:

> How to build plans that fit unique client needs

> Best practices on evaluating those plans ensuring you have the best plan in place.

> How to present adjustment-based retirement income plans and create confidence.

> Workflows and how to's for different plan scenarios.
View Recording and Class Materials

| Putting it into Practice

As we continue our GPS portion of the class Learn how Jason Monitors and Manages clients plans. We will cover:

> Ongoing monitoring and management

> What sorts of adjustments a plan might call for.

> Establishing expectations

> How to include this in ongoing client meetings, etc.
View Recording and Class Materials

| Differentiating Your Practice with Tax Planning Solutions 

Build, evaluate, and present tax-smart distribution plans and use tax-smart distribution planning with clients and prospects. We’ll cover:

> Where you should take withdrawals from and if you should consider Roth conversions.
> Learn more about how to advise on the tax time bombs: RMDs, The widow penalty, and Inheriting tax-deferred accounts.
> Jason will share insights into his process, success stories he has had with his clients, and more. 
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| Advanced Tax Planning

> Explore the ordering of withdrawals by tax treatment and see ways that going beyond basic rules of thumb can improve the tax profile of a plan

> Explore how qualified charitable distributions can enhance tax-smart distribution plans

> Learn how customizing Roth conversion plans to meet client preferences and situations can affect tax optimization and client satisfaction
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| Better Client Outcomes

> Understand how to make the most of prospect and early client meetings by guiding the discussion to the important goals and experiences of retirement.

> How to "build the gap" and provide a way to destinations, not just products and analysis. Client and prospect personalities: scarcity vs abundance.

> Best practices and phraseology for working with adjustment-based planning and tax-smart distribution planning.
View Recording and Class Materials

| FAQs 

Q. Do I have to be an Income Lab user to register?
A. No, our Masterclass is open to anyone who would like to learn more about retirement income planning. 

Q. Does Income Lab offer a trial for those who want to check out the software? 
A. Yes, you can try the Income Lab suite for just $20/month for 3-months. 
 
>> For all other questions, please reach out to the Income Lab team at Info@incomelab.io <<