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

Going the Literal Extra Mile

Telecommuting and virtual meetings are here to stay, but not everyone benefits equally from these new technologies. For some, Zoom and Microsoft Teams just aren’t going to work. Outreach for certain audiences can only be successful if folks show up in person.

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

Retirement Security Matters: November 4, 2021

  • NIRS’ Tyler Bond shares the latest on financial asset ownership – it’s sobering

  • We have fresh state metrics – can you guess which measure is up 3x in a year?

  • Fresh retirement security news from New York, Virginia, Connecticut and California

  • Grant B gives you a useful research roundup

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