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

Retirement Security Matters: June 1, 2023

June is here, and we’re celebrating inclusivity! From Pride Month to Juneteenth, grab your iced coffee and dive into how retirement savings can drive wealth creation for all. This week features state metrics, updates from key states, and insights on how generative AI (hello, Pat GPT!) is solving challenges in savings access and inclusion. Plus, Hot Sauce and PIX of the Week celebrating family. Let’s go!

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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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