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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Thought Leadership Lisa A. Massena, CFA Thought Leadership Lisa A. Massena, CFA

5 Rooms, 5 Themes: Retirement Security and other Hot Topics in the Spotlight

This piece is going to be more like a meal than a snack. So, we’re serializing it. These are the things you need to know from five rooms we’ve been in this month. OK one was a chat room, it’s true! These five hot topics are culled from conferences and calls thoughtfully curated and hosted by the Aspen Institute Financial Security Program, DCIIA’s Innovation Forum Team, Georgetown Center for Retirement Initiatives’ State Retirement Savings Program Network, NAST’s Legislative Conference Team, and even the Conference of the Western Region Chartered Financial Analyst Societies. So we’re going to spill it. The question is, what are you going to do with it?

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