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ProAdvisorSuite Community
Public • 475 • Free
2 contributions to ProAdvisorSuite Community
Sep '23
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Start here
Hello! Welcome to the ProAdvisorSuite™ community. The goal of this community is to help you save money, try out new tech, and learn from your peers. Start by checking out these links: - Vendor Discounts! - AdvisorTech Classroom - Events Calendar - Chat with other Members To kick things off, please comment below introducing yourself. Let us know: 1. Where are you from? 2. Why did you join this community? 3. What project are you currently focused on? See you in the comments!
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New comment 4d ago
3 likes • Mar 8
Hey Everyone! I'm Ashley Dudzik, CMO at Income Lab (www.incomelab.io) which is based out of Denver. However, I work remotely out of the Chicagoland area. I was invited by Joe to join the community. I'd love to connect with anyone that is looking to learn more about retirement income planning or talk marketing and branding. My focus has been building the Income Lab brand and educating how we are revolutionizing retirement income planning - making more accessible for advisors and their clients. If you have interest in an integration or collaborating, please feel free to reach out to me. Ashley@incomelab.io
2 likes • Apr 10
@Clifton Schaller Welcome to the Suite!
Apr 8
in
[Income Lab Masterclass- CE Approved] Class starts tomorrow!
📣 Class starts tomorrow! Join us for a 6-part Masterclass by 🏆award-winning advisor, Jason Juhl, RICP®, AIF®, Partner, Wealth Advisor, Carson Wealth. Class #1 is an introduction to the Masterclass, the need for and advantages of doing retirement income planning, how to talk to clients about it, and how to differentiate your practice. This webinar is approved for one (1) free CE Credit for CFP® ✅Secure your spot today! https://bit.ly/3TOdMa0 🗓️ Mark your calendars and register for the other classes in our 6-part Masterclass : 1. Retirement Income Planning and Client Psychology - April 9 https://bit.ly/3TOdMa0 2. Retirement GPS Part 1 – Building and Presenting Plans - April 23 https://bit.ly/3TTu3dU 3. Retirement GPS Part 2 – Monitoring and Managing Plans - May 7 https://bit.ly/3vERdMR 4. Tax-Smart Distribution Planning - May 28 https://bit.ly/4aJka9s 5. Helping Clients Find Clarity in their Plan - June 11 https://bit.ly/3TKuRlc 6. Working with Centers of Influence - June 25 https://bit.ly/4aIybny ▶️ Registration is open! Visit our website for class details: https://bit.ly/3vqr3gN
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@ashley-dudzik-1640
As the Chief Marketing Officer at Income Lab, Ashley Dudzik is responsible for creating and accelerating the company’s marketing strategy and brand.
Active 5d ago
Joined Mar 8, 2024
Chicago
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