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

5 Rooms, 5 Themes: Retirement Security and Other Things We’ve Just Heard - PART 2

Last week we promised you the inside scoop from five rooms, five topics, but we only gave you room #1. These five hot topics are culled from conferences and calls thoughtfully curated and hosted by the Aspen Institute Financial Security Program, DCIIA’s Innovation Forum Team, Georgetown Center for Retirement Initiatives’ State Retirement Savings Program Network, NAST’s Legislative Conference Team, and even the Conference of the Western Region Chartered Financial Analyst Societies. So what’s behind those other doors? Good stuff you need.

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

Wide Open Futures.

I’ve spent most of my working career crafting purpose-built financial services platforms. One of the key attributes for the success of these efforts has been flexibility.

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