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

Retirement Security Matters: September 21, 2023

As September's final week comes into view, it's hard to believe how swiftly time has flown. You need a break! So, grab a beverage, settle in, and get ready to savor some content that will send you into October enriched and inspired.

  • Driving better results in retirement outcomes with stronger teams

  • Frrreshhh state metrics

  • Updates from Connecticut, Delaware, Maine, and Maryland

  • What’s the link between financial experience and financial competence

  • Hot Sauce! and some cooool stuff

  • … PIX of the Week! We go west

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

Retirement Security Matters: March 9, 2023

Happy International Women’s Day this week to all the extraordinary women who have dedicated their time to retirement security. You are kicking it! Take a moment to recognize someone near you this week.

  • We’re at DCIIA’s spring event series – the Innovation Forum, Retirement Research Summit, and Diversity Equity and Inclusion Awards. Special focus on the DEI Awards.

  • Fresssh numbers from the states

  • Key updates from California, Delaware, Connecticut, Kansas, and Missouri

  • David John and one more nugget on Universal Auto IRA impact

  • Hot Sauce and Cool Stuff

  • … and Pix of the week! a great recc for those coffee lovers around Portland

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