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

Retirement Security Matters: May 4, 2023

It’s May, we’re enjoying lighter, longer days. We hope you’re enjoying fresh starts and new adventures. With an iced coffee in hand, let’s catch you up on what is going on in the world of retirement security. You won’t want to miss:

  • Insights from Pewster Kim Olson on state Auto IRAS and fact-based advocacy.

  • Frrresshhhh state metrics

  • Key updates from California, Connecticut, Delaware, Maine, Maryland, New Jersey, New York, and Viginia – and a host of legislatively active states

  • Hot Sauce and Cool Stuff - from NAST to “Bert” Hoover

  • … and Pix of the week! including the White House, and … brownies

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

Retirement Security Matters: June 9, 2022

Did you miss us?! We took a small break to enjoy graduation season with family and friends. While we’ve been reflecting about our own educational achievements and how we might encourage and support our loved ones in the pursuit of their dreams, there’s been *so much* going on in the world of retirement security! You will not want to miss:

  • Putting experience to work across critical areas of technology, financials and user experiences with experts Peg Creonte and Scott Parry.

  • State metrics – we’ve got the latest as May figures are rolling in!

  • Updates from California, Colorado, Connecticut, Illinois, New Jersey, New Mexico, Oregon, Virginia, and Pennsylvania.

  • Joel Metlen’s experience on shaking the status quo by addressing systemic inequities.

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

Retirement Security Matters: March 24, 2022

  • A commercial moment – what! Yes.

  • Five things we just heard in rooms we were in last week

  • Frrresshhhh state metrics

  • Updates from Colorado, Connecticut, Illinois, Massachusetts, New Jersey, New Mexico, and Hawaii

  • Scott Morrison on Wide Open Futures

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