“James is a seasoned strategist in the retirement plan technology field.”
James Olson
St Petersburg, Florida, United States
1K followers
500+ connections
St Petersburg, Florida, United States
1K followers
500+ connections
Über uns
I am the EVP Product, where I design, develop and implement innovative solutions for the…
Activity
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What a great way to retire! 2 weeks ago, I had my last team meeting with my awesome Lincoln 401k West team (and thank you Franklin Templeton for…
What a great way to retire! 2 weeks ago, I had my last team meeting with my awesome Lincoln 401k West team (and thank you Franklin Templeton for…
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LeafHouse is proud to be named a finalist in three categories for the 2024 Wealth Management Industry Awards: 401(k) Technology 401(k)…
LeafHouse is proud to be named a finalist in three categories for the 2024 Wealth Management Industry Awards: 401(k) Technology 401(k)…
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#DaddyDaughterTrip I had the absolute joy of taking Maddie to tube the Guadalupe River and to go to Schlitterbahn Waterparks & Resort over the…
#DaddyDaughterTrip I had the absolute joy of taking Maddie to tube the Guadalupe River and to go to Schlitterbahn Waterparks & Resort over the…
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#LNRS #Unfiltered Anthony Freda, we are extremely happy you agreed to come. Our attendees are in for a provocative discussion. LeafHouse National…
#LNRS #Unfiltered Anthony Freda, we are extremely happy you agreed to come. Our attendees are in for a provocative discussion. LeafHouse National…
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A year ago today, the retirement plan industry lost a leader and a lot of us lost a friend with the passing of Richard Carpenter. Today, I post this…
A year ago today, the retirement plan industry lost a leader and a lot of us lost a friend with the passing of Richard Carpenter. Today, I post this…
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𝐒𝐮𝐧𝐧𝐲 𝐃𝐚𝐲 𝐅𝐮𝐧𝐝 𝐖𝐞𝐥𝐜𝐨𝐦𝐞𝐬 𝐌𝐚𝐡𝐞𝐬𝐡 𝐍𝐚𝐭𝐚𝐫𝐚𝐣𝐚𝐧 𝐭𝐨 𝐎𝐮𝐫 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 𝐁𝐨𝐚𝐫𝐝! We’re excited to welcome Mahesh…
𝐒𝐮𝐧𝐧𝐲 𝐃𝐚𝐲 𝐅𝐮𝐧𝐝 𝐖𝐞𝐥𝐜𝐨𝐦𝐞𝐬 𝐌𝐚𝐡𝐞𝐬𝐡 𝐍𝐚𝐭𝐚𝐫𝐚𝐣𝐚𝐧 𝐭𝐨 𝐎𝐮𝐫 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 𝐁𝐨𝐚𝐫𝐝! We’re excited to welcome Mahesh…
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I am grateful to announce that I have been appointed as a State Captain for the upcoming NAPA D.C. Fly-In Forum. If you are a qualified advisor and…
I am grateful to announce that I have been appointed as a State Captain for the upcoming NAPA D.C. Fly-In Forum. If you are a qualified advisor and…
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Creating a new market is never easy, but change is inevitable. Embrace it or get passed by. We are honored to have the opportunity to create change…
Creating a new market is never easy, but change is inevitable. Embrace it or get passed by. We are honored to have the opportunity to create change…
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"I can't change the direction of the wind, but I can adjust my sails to always reach my destination." —Jimmy Dean The Foote Welch Group at Morgan…
"I can't change the direction of the wind, but I can adjust my sails to always reach my destination." —Jimmy Dean The Foote Welch Group at Morgan…
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Today, the Department of the Treasury and the Internal Revenue Service (IRS) released final regulations updating the Required Minimum Distribution…
Today, the Department of the Treasury and the Internal Revenue Service (IRS) released final regulations updating the Required Minimum Distribution…
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Twenty years ago, Deane Mayerhofer hired me to be her advisor on her company’s 401k plan. Three years later, I asked her to be my business partner.…
Twenty years ago, Deane Mayerhofer hired me to be her advisor on her company’s 401k plan. Three years later, I asked her to be my business partner.…
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Personalized retirement outcomes are the future of financial planning and plan design. Discover why getting personal is crucial for achieving…
Personalized retirement outcomes are the future of financial planning and plan design. Discover why getting personal is crucial for achieving…
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Stay true to yourself and let your unique voice be heard above the chaos. #SteveJobs #BeYourself #Inspiration #kutcherkwotes
Stay true to yourself and let your unique voice be heard above the chaos. #SteveJobs #BeYourself #Inspiration #kutcherkwotes
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Join our CPSP program and earn valuable credentials before registration closes. Catch my session on August 20th, Investment Concepts. Here’s…
Join our CPSP program and earn valuable credentials before registration closes. Catch my session on August 20th, Investment Concepts. Here’s…
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