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

Retirement Security Matters: June 1, 2023

Hurrah June - you bring something for everyone! We've just celebrated our Memorials, and now we are headed toward Juneteenth on our way through Pride month. Yes, we like inclusivity. So, grab your iced coffee and let's catch you up on retirement savings coverage, innovation, and inclusion:

  • Making retirement savings an inclusive instrument of wealth creation

  • State metrics

  • Updates from California, Colorado, Hawaii, Minnesota, and Nevada

  • Pat GPT on how generative AI can be used to solve today’s challenging retirement, saving access, and inclusion puzzles

  • Hot Sauce! …

  • And celebrating family in our PIX of the Week!

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

Financial Inclusion – the Blockchain Way: with Entrepreneur David Derryck

This week we have the pleasure of chatting with David Derryck, serial entrepreneur. We met David in his role as Chief Impact Officer at SaverLife.org, a non-profit fintech that employs gamification and behavioral science to build savings habits for low to moderate income individuals. Most recently, David launched BuyBlack.org to drive traffic and revenue to Black-owned businesses using web3 tools. Today we talk about both.

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

Meet Me Where I Am: Asso Yankson Reframes Retirement

Just before the holidays (and SECURE 2.0) we had the pleasure of chatting with Asso Yankson, Senior Manager, Retirement Consulting at Ernst & Young LLP (EY). We love this conversation both for its insights, and for the way EY and Yankson have worked together to create a role that is both difference-making, and supportive of working parenting. Read on to see how this works.

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