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: May 18, 2023

It's the end of May, and Auto IRA initiatives are racing the calendar as the 2023 legislative session ends. Grab a cool beverage and get your news on:

  • Advancing retirement savings: Minnesota, Missouri, and Vermont Get Busy

  • State metrics - over 50,000 employers facilitating, and more

  • Key updates from Delaware, Hawaii, Illinois, New Jersey, and Oregon – and a host of legislatively active states

  • Eyes on the Big Picture: Top Trends

  • Hot Sauce and Cool Stuff

  • … and Pix of the week!

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