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

Retirement Security Matters: June 29, 2023

In this edition, we dive into the latest innovations in retirement savings, including state retirement plan mandates and how they complement the private sector. Grab something cold and join us as we wrap up the spring conference season, celebrate OregonSaves crossing the $200 million milestone 🥂, share updates from key states, and explore how firms respond to state mandates with insights from new research. Plus, don’t miss Hot Sauce, cool finds, and Pix of the Week!

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

Retirement Security Matters: June 15, 2023

June is here, and we’ve got fresh insights and future-forward updates for you! Explore blockchain and tokenization in retirement savings with CeFiWire’s Sean Hanna, new May state metrics (hello, Maryland$aves!), updates from key states, highlights from NAST TMTS Day 1, Hot Sauce with five must-see finds, and Pix of the Week featuring Dutch Bros, the Golden Gate, and a mystery hotel room. Grab an iced coffee and dive in!

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

Retirement Security Matters: June 1, 2023

June is here, and we’re celebrating inclusivity! From Pride Month to Juneteenth, grab your iced coffee and dive into how retirement savings can drive wealth creation for all. This week features state metrics, updates from key states, and insights on how generative AI (hello, Pat GPT!) is solving challenges in savings access and inclusion. Plus, Hot Sauce and PIX of the Week celebrating family. Let’s go!

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