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

Retirement Security Matters: October 5, 2023

We love October. Yes, it gives us an excuse to go overboard with house deco and candy. Anddddd, it's also #NationalRetirementSecurityMonth here in the US. Clearly at RSM this is “our” national holiday. Just saying. This month is dedicated to spreading awareness about the significance of saving for retirement. So, let's rally on the hashtag, grab a pumpkin beer or pumpkin spice, and get on with it:

  • The 4 E’s you say? with Peter Thompson and RetirePath Virginia

  • Frrreshhh state metrics … where are we now

  • Updates from Colorado, Maine, Minnesota, New Jersey and New York

  • We mashup nesting shore birds and … retirement savings innovation 🐦

  • Wisdom from the wild cliffs of Maui

  • Hot Sauce! and some cooool stuff, and

  • … PIX of the Week!

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

Retirement Security Matters: September 7, 2023

Can you believe it? As we say farewell to August, September has blasted in. This week, RSM is dropping the summer s-t-r-e-t-c-h and resuming its bi-weekly schedule. Stop thinking about baseball, or your kids, grab a refreshing beverage, and get ready to ease into fall with some content to make you smarter, better, and faster. We said it.

  • Fall Season - Getting Ready for 2024! And tips for the rest of 2023

  • Frrreshhh state metrics vs. the much anticipated $1 billion in assets milestone

  • Updates from California, Colorado + Maine, Illinois and Massachusetts

  • Best Practices: We go blue.

  • Hot Sauce! and some cooool stuff

  • … PIC of the Week! Just one.

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

Fall Season: Getting Ready for 2024

We gave you a lot to think about in our last edition – with focus areas ranging across the spaces of legislative advocacy, financial expertise, and tech innovation. And we promised you a little bit more.

With the nip of fall in the air, we are looking forward. It’s conference season, so we’ll see you out and about. And as you are sharing social moments with colleagues, thinking creatively about the future, we’ve got you covered.

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