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: 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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