LeafHouse

LeafHouse is proud to be named a finalist in three categories for the 2024 Wealth Management Industry Awards: 401(k) Technology 401(k) Service In-plan Retirement Income - Product or Service We extend our gratitude to our partners:  iJoin, Dimensional Fund Advisors, ARS, State Street Global Advisors, Global Trust Company, KTrade. #wealthies #AutomatedPersonalizedPortfolio #InPlanIncome

Personalized retirement outcomes are the future of financial planning and plan design. Discover why getting personal is crucial for achieving retirement goals in the latest Just Sayin’ column by LeafHouse CEO, Todd Kading, CFP®, RF™. Read more: https://lnkd.in/gxHb_ibJ #napanet #affordabletechnology #retirementoutcomes Steve McCoy Jeremy Gioia Kevin Murphy David Blanchett Mark Dennis Jenna Nelson Dave Paulsen Matt Bartch, CFA Tina Sanchez Jeffrey Cullen Deane Mayerhofer Scott Colangelo Kevin Toledano Yaqub Ahmed Steven McKay Benjamin Thomason, JD Greg Porteous John Faustino AIFA®, PPC® Jennifer Thomas Forrest Wilson Sam Mitchell Fred Barstein John Sullivan Nevin Adams Robert J. Loeb, AIF Michael Garberich, CFA Dallas Villarreal Dale Homburg Scott Pearson Jay Washington, MBA, CEBS, AIF®, RICP® Reid Yoder James Olson Kassandra Hendrix

Independence Day reminds us that government of, by, and for the people is the foundation of our Constitutional Republic. #happy4thofjuly #freedom

Remember those that sacrificed. Be thankful. #MemorialDay

Thank you Scott Colangelo, Matthew Eickman, J.D. AIF®, and Kevin Toledano for inviting LeafHouse CEO, Todd Kading, CFP®, RF™ to join the 16th Annual Qualified Plan Fiduciary Summit. Qualified Plan Advisors' dedication to guiding individuals and businesses towards financial prosperity is truly commendable. Personalized Experience: Advisor Managed Accounts panel was informative and drove home the point that technology has advanced since 2006. Options are good. Employers should have more than one choice when it comes to #personalization.

As a leading third-party investment fiduciary in the United States, LeafHouse welcomes the release of the new Fiduciary Rule. We are committed to elevated fiduciary standards and remain dedicated to the principles. Keep your friends close and your Fiduciary closer. #retirementplan #fiduciary This topic might come up at the next #LNRS https://lnkd.in/gCCb4qW3

Don’t miss #NAPA401kSummit Panel on Tuesday at 8 am: Guaranteed In-Plan Income Challenge Solved! Hear perspectives from industry leaders on retirement income. Now is the time to implement key takeaways into our strategies. Special thanks to the panelists for sharing their expertise and sparking valuable discussions: LeafHouse's Chad Brown, Bonnie Treichel Endeavor Retirement, Alex Assaley, AIF® AFS 401(k) Retirement Services, LLC, A HUB International Company, Glenn Dial American Century Investments Matthew Wolniewicz, AIFA Income America #401k #guaranteedincome #fiduciary #fintech

The LeafHouse team is thrilled to connect with so many inspiring professionals at the #NAPA401kSummit! It is a fantastic opportunity to exchange insights, build new relationships, and explore potential collaborations. Stop by the LeafHouse Booth #436 and learn about investGrade™.   Unleashing Innovation Under the Eclipse: Tomorrow's Tech Unveiled!   #TheAdvisorExperience #partnership   Michael Garberich, CFA, Kara Brookbank, Jay Washington, MBA, CEBS, AIF®, RICP® James Olson, Todd Kading, CFP®, RF™, Chad Brown, Kassandra Hendrix

Kudos to our new EVP, Corporate Strategy, Kassandra Hendrix. Her talent, tenacity, and work ethic are a credit to her and essential to the LeafHouse and investGrade™ organizations. #leadership #teamwork

LeafHouse is excited for the NAPA Summit in Nashville on April 7-9th!   Stop by Booth #436 and visit with the team!   Unleashing Innovation Under the Eclipse: Tomorrow's Tech Unveiled! Thank you Brian Graff, John Sullivan, Nevin Adams and the #napa401ksummit team for rocking it and bringing the industry together. #theadvisorexperience #creativedisruption Todd Kading, CFP®, RF™, Dale Homburg, Kassandra Hendrix, Michael Garberich, CFA, Chad Brown, James Olson, Jay Washington, MBA, CEBS, AIF®, RICP®, Kara Brookbank, Dallas Villarreal, Stu Sorensen