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

Retirement Security Matters: November 17, 2022

To us here in the US, Happy Almost 🦃Thanksgiving! … and a thank you note from us to you. Let us give you a little break between email and making your friends-and-family plans to catch up on the world of retirement security. It’s cold here – grab your pumpkin spice and nestle in:

  • Leaning into Latinx – we can do better – what we learned in the great PR

  • We have fresh State Auto IRA metrics

  • Key updates from California, Delaware, Maine, New Mexico, and Oregon

  • Joel Metlen invites you to think about social determinants of health and well being

  • We keep your brain spicy with Hot Sauce, Cool Stuff

  • PIX of the week! – some sunshine and a soliloquy from a 500-year-old town

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

Retirement Security Matters: June 30, 2022

Farewell June, you’re leaving us too soon! You’ve been eventful, though. Everybody’s active – the states, the federal legislature, the Supreme Court, the activists. We think it’s going to be a hot hot summer. Let’s start with a cool moment catching up on retirement security and celebrating some recent successes. Grab something cold and read on:

  • David Bell, Sabra Purifoy and Renzo Meza on OregonSaves at Five – my, you’re looking so good!

  • State metrics –May figures are in.

  • Updates from California, Colorado and /New Mexico, Connecticut, Illinois, Maine, Massachusetts, Virginia, and Delaware.

  • Could innovation in housing help with retirement and financial security? Joel Metlen opines.

  • Hot Sauce! … what 10 state Auto IRAs mean in the US, NEST insight’s annual conference returns this summer, and much more.

  • PIX of the Week! – we’re taking you outdoors in the Pacific Northwest.

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

OregonSaves Turns Five: That Was Fast.

We talk today with the dynamic trio that are part of the OregonSaves team led by Michael Parker in the offices of Treasurer Tobias Read – an advocate for family financial wellness in Oregon. This trio includes David Bell, Deputy Director of the Oregon Treasury Savings Network, who first joined focused on the brand-new ABLE savings program. Sabra Purifoy, Operations Director for the Oregon Treasury Savings Network, manages the operational functions of the division and all of the program's savings plans. And Renzo Meza, the team’s newest addition, leads Outreach, Strategic Partnerships, and Education

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