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

Retirement Security Matters: September 7, 2023

September is here, and RSM is back on its bi-weekly schedule! Get ready for fall with insights on prepping for 2024, fresh state metrics nearing the $1 billion milestone, key state updates, best practices, Hot Sauce, cool finds, and a standout Pic of the Week. Dive in!

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

Alice Tang, Advisor: Generations Serving Generations

If you know Alice, you love Alice. She will push you and make you better, gently and yet very firmly. Alice Tang started her financial advisory career in 2000, helping clients define their relationship with money and move toward achieving financial freedom using her financial planning process and leveraging tax-advantaged strategies. Many of her clients are female business owners and executives. Alice shares her current thoughts here.

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Best Practices Lisa A. Massena, CFA Best Practices Lisa A. Massena, CFA

Five Ideas to Get your Committee Organized for the Year Ahead

This week we are honored to include the expert insights of industry leader Lorie Latham, CFA. Recently retired from T. Rowe Price’s Defined Contribution Team, Lorie’s got some great tips to get and keep your year on track. We’re applying these concepts to retirement programs, but we bet you can find other areas of your work and life to which they apply.

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