Newsletter Lisa A. Massena, CFA Newsletter Lisa A. Massena, CFA

Retirement Security Matters: March 24, 2022

  • A commercial moment – what! Yes.

  • Five things we just heard in rooms we were in last week

  • Frrresshhhh state metrics

  • Updates from Colorado, Connecticut, Illinois, Massachusetts, New Jersey, New Mexico, and Hawaii

  • Scott Morrison on Wide Open Futures

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Best Practices Lisa A. Massena, CFA Best Practices Lisa A. Massena, CFA

Wide Open Futures.

I’ve spent most of my working career crafting purpose-built financial services platforms. One of the key attributes for the success of these efforts has been flexibility.

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