To learn more about the PreciseFP and Income Lab integration, join Richard Thoeny and Justin Fitzpatrick, Co-Founder and CIO of Income Lab, for a special webinar illustrating how to utilize PreciseFP and Income Lab to improve client engagement and be more efficient during the retirement planning process.
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Richard Thoeny
Executive Vice President of Product Strategy, PreciseFP
Justin Fitzpatrick, PhD
Co-Founder & CIO, Income Lab
