How real advisors use the AI Plan Builder to save hours per plan. One workflow conversation, walked through live in Income Lab with Justin Fitzpatrick.
What you'll walk away with
Real advisor workflows: where the AI Plan Builder fits, start to finish.
A live build inside Income Lab. Not slideware.
Live Q&A. Bring your hardest plan-building question.
A recording goes to every registrant, even if you can't make it live.
60 minutes | Live Q&A Included
