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

Retirement Security Matters: December 16, 2021

  • It’s a great time to think about retirement income – and innovation – join us with Richard Fullmer and Manuel Garcia as we talk about both

  • We’ve got fresh state stats – hot hot hot!

  • States in Action: California, Connecticut, New Jersey, New Mexico, Virginia

  • Joel Metlen shares The Tale of the Three Little P’s

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