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!

Read More