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

Retirement Security Matters: June 15, 2023

Diving deep into June, we have some exciting updates, important news, and a touch of futuristic flair to share. Buckle up and get ready for a cool journey through the latest in retirement security and what it means to be innovative. You’re going to want an iced coffee for this one. Just sayin’.

  • The future of retirement savings, blockchain, and tokenization with CeFiWire Founding Editor, Sean Hanna - you read it here first, folks - unless you read it with Sean first

  • May data on state metrics, now including Maryland$aves

  • Updates from Massachusetts, New York, Minnesota, Missouri, and Nevada

  • Best Practices - Highlights from NAST TMTS Day 1 - June 13 - boy is this fresh

  • Hot Sauce! Five cool things you won’t want to miss and three other ones

  • PIX of the Week! We’re taking you to Dutch Bros, the Golden Gate, and an unnamed hotel room - what?

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

Retirement Security Matters: June 1, 2023

Hurrah June - you bring something for everyone! We've just celebrated our Memorials, and now we are headed toward Juneteenth on our way through Pride month. Yes, we like inclusivity. So, grab your iced coffee and let's catch you up on retirement savings coverage, innovation, and inclusion:

  • Making retirement savings an inclusive instrument of wealth creation

  • State metrics

  • Updates from California, Colorado, Hawaii, Minnesota, and Nevada

  • Pat GPT on how generative AI can be used to solve today’s challenging retirement, saving access, and inclusion puzzles

  • Hot Sauce! …

  • And celebrating family in our PIX of the Week!

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

Retirement Security Matters: January 12, 2023

Welcome to the New Year, friends! We didn't make a lot of resolutions but we are absolutely committed to bring you the best retirement savings innovation information. So, snag yourself a cozy beverage and settle in for a few minutes of catching up:

  • Asso Yankson of EY: Good can get better. Don’t miss.

  • Key updates from California, Delaware, Maine, Massachusetts, and New Jersey

  • A hot take on how Secure 2.0's automatic enrollment impact

  • Interesting new reads! Hot Sauce and Cool Stuff

  • And Pix of the week, to close us out

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