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

Retirement Security Matters: March 9, 2023

Happy International Women’s Day this week to all the extraordinary women who have dedicated their time to retirement security. You are kicking it! Take a moment to recognize someone near you this week.

  • We’re at DCIIA’s spring event series – the Innovation Forum, Retirement Research Summit, and Diversity Equity and Inclusion Awards. Special focus on the DEI Awards.

  • Fresssh numbers from the states

  • Key updates from California, Delaware, Connecticut, Kansas, and Missouri

  • David John and one more nugget on Universal Auto IRA impact

  • Hot Sauce and Cool Stuff

  • … and Pix of the week! a great recc for those coffee lovers around Portland

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

Retirement Security Matters: February 23, 2023

Hello Friends! It is Black History Month in the US ♥️. To us, this month is incredibly important. Every year we find the dialogue about our shared history is getting richer. Are there plenty of concerns? Yes, there are. Opportunities to act? Yes, there are. And in the current focus our personal understanding of the ongoing contributions to all that we are together increases, and the world – at least the one close to us – gets better and becomes fuller. #thankyou

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

Financial Inclusion – the Blockchain Way: with Entrepreneur David Derryck

This week we have the pleasure of chatting with David Derryck, serial entrepreneur. We met David in his role as Chief Impact Officer at SaverLife.org, a non-profit fintech that employs gamification and behavioral science to build savings habits for low to moderate income individuals. Most recently, David launched BuyBlack.org to drive traffic and revenue to Black-owned businesses using web3 tools. Today we talk about both.

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