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

Retirement Security Matters: February 23, 2023

Hello Friends! It is Black History Month in the US ♥️. To us, this month is incredibly important. Every year we find the dialogue about our shared history is getting richer. Are there plenty of concerns? Yes, there are. Opportunities to act? Yes, there are. And in the current focus our personal understanding of the ongoing contributions to all that we are together increases, and the world – at least the one close to us – gets better and becomes fuller. #thankyou

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

Retirement Security Matters: June 9, 2022

Did you miss us?! We took a small break to enjoy graduation season with family and friends. While we’ve been reflecting about our own educational achievements and how we might encourage and support our loved ones in the pursuit of their dreams, there’s been *so much* going on in the world of retirement security! You will not want to miss:

  • Putting experience to work across critical areas of technology, financials and user experiences with experts Peg Creonte and Scott Parry.

  • State metrics – we’ve got the latest as May figures are rolling in!

  • Updates from California, Colorado, Connecticut, Illinois, New Jersey, New Mexico, Oregon, Virginia, and Pennsylvania.

  • Joel Metlen’s experience on shaking the status quo by addressing systemic inequities.

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

Retirement Security Matters: May 19, 2022

It’s May, so that means summer is almost here – right?! If the weather starts to warm up where you are, crack those windows open – we hope you’re working remotely -- and let the fresh air waft through your space while you catch up on what is going on in the world of retirement security. You will not want to miss:

  • Small employer plans, technology, fees, Auto IRAs, and more with insider J.D. Carlson

  • State metrics – we’ve got the latest!

  • Updates from California, Colorado, New Mexico, Connecticut, Maine, Virginia, and Hawaii

  • The Next Generation. Expert Joel Metlen weighs in

  • Hot Sauce! … 2 events you won’t want to miss TODAY and TOMORROW, plus what’s really working in the DEI space right now, and why you care

  • And we got your PIX of the Week!

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