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

Retirement Security Matters: September 7, 2023

Can you believe it? As we say farewell to August, September has blasted in. This week, RSM is dropping the summer s-t-r-e-t-c-h and resuming its bi-weekly schedule. Stop thinking about baseball, or your kids, grab a refreshing beverage, and get ready to ease into fall with some content to make you smarter, better, and faster. We said it.

  • Fall Season - Getting Ready for 2024! And tips for the rest of 2023

  • Frrreshhh state metrics vs. the much anticipated $1 billion in assets milestone

  • Updates from California, Colorado + Maine, Illinois and Massachusetts

  • Best Practices: We go blue.

  • Hot Sauce! and some cooool stuff

  • … PIC of the Week! Just one.

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

Fall Season: Getting Ready for 2024

We gave you a lot to think about in our last edition – with focus areas ranging across the spaces of legislative advocacy, financial expertise, and tech innovation. And we promised you a little bit more.

With the nip of fall in the air, we are looking forward. It’s conference season, so we’ll see you out and about. And as you are sharing social moments with colleagues, thinking creatively about the future, we’ve got you covered.

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

Retirement Security Matters: August 17, 2023

Are you in a heat dome? We are! It’s time for a break. Find yourself a comfortable spot in front of a fan or the AC, or that special spot in the office that’s always cold, and join us as we dive into the latest in retirement security.

  • Three things you can do now to make 2024 *awesome*

  • Frrreshhh state metrics

  • Updates from California, Connecticut, Hawaii, Oregon and Maine

  • No fries with that please - Best Practices to reduce angst

  • Hot Sauce! and some cooool stuff for the dog days of August 🐕

  • … PIX of the Week!

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