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

Retirement Security Matters: April 16, 2026

Taxes first—filed or still looming? Either way, we’ve got you. As a palate cleanser, here’s some spring optimism: fresh ideas, smart policy, and innovation in bloom. So, whether you tackled your return or dodged it, grab a beer and dive in—this week’s edition is worth it.

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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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