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

Retirement Security Matters: November 17, 2022

To us here in the US, Happy Almost 🦃Thanksgiving! … and a thank you note from us to you. Let us give you a little break between email and making your friends-and-family plans to catch up on the world of retirement security. It’s cold here – grab your pumpkin spice and nestle in:

  • Leaning into Latinx – we can do better – what we learned in the great PR

  • We have fresh State Auto IRA metrics

  • Key updates from California, Delaware, Maine, New Mexico, and Oregon

  • Joel Metlen invites you to think about social determinants of health and well being

  • We keep your brain spicy with Hot Sauce, Cool Stuff

  • PIX of the week! – some sunshine and a soliloquy from a 500-year-old town

Read More
Newsletter Lisa A. Massena, CFA Newsletter Lisa A. Massena, CFA

Retirement Security Matters: April 21, 2022

Hello Spring Chickens! Has it been unusually cold where you are? We skied on fresh floofy snow this weekend – an unexpected silver lining alongside local storms and cool weather. Even when we’re skiing, we’re thinking about you🏂🏼. So, snag a snack and join us for the latest:

  • This week we’re going abroad: surprises from Israel, Jordan and Egypt

  • State metrics – the latest

  • Updates from California, Connecticut, Illinois, Maryland, and Washington

  • Three Critical Policy Goals with the Honorable Kathleen Kennedy Townsend

  • Hot Sauce! Financial wellness, naturally, and plenty more

  • And the best PIX of the Week!

Read More
Thought Leadership, Best Practices Lisa A. Massena, CFA Thought Leadership, Best Practices Lisa A. Massena, CFA

Be Our Guest: Kathleen Kennedy Townsend – On Retirement Security and Three Critical Policy Goals

We recently had a chance to join the Honorable Kathleen Kennedy Townsend at some important, innovation-oriented meetings in Washington DC, including the Georgetown Center for Retirement Initiatives’ gathering of states, and NAST. Join us we meet one on one to capture three retirement security priorities and other key nuggets.

Read More