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

Retirement Security Matters: February 24, 2022

  • What financial advisors think about Auto IRAs: Alice Tang in Oregon

  • What metric has just crossed 50,000? *Fresh* state stats!

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

  • Lorie Latham on Retirement Program oversight: Five Tips from a Pro

  • Hot Sauce … new proposal, new research, and some fun stuff

  • Pix of the Week! snow, broken bones, dogs, toilet paper … we got it all

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