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Revolutionizing Retirement Planning: Income Lab's Next-Gen ApproachRevolutionizing Retirement Planning: Income Lab's Next-Gen Approach

Kellan Brown, chief growth officer at Income Lab, discusses the integration of retirement income planning with next-gen financial advising.

Shannon Rosic - Moderator, Director of WealthStack Content and Solutions

October 19, 2023

Income Lab's innovative approach has led it to collaborate with 15 universities, offering the platform at no cost to introduce students to the importance of not just accumulating wealth but also distributing it during retirement. Chief Growth Officer Kellan Brown says the company positions itself alongside popular financial platforms, focusing on assisting clients nearing retirement to effectively utilize their assets. 

 

About the Author

Shannon Rosic - Moderator

Director of WealthStack Content and Solutions, Informa Connect

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry.  She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.