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

Alice Tang, Advisor: Generations Serving Generations

If you know Alice, you love Alice. She will push you and make you better, gently and yet very firmly. Alice Tang started her financial advisory career in 2000, helping clients define their relationship with money and move toward achieving financial freedom using her financial planning process and leveraging tax-advantaged strategies. Many of her clients are female business owners and executives. Alice shares her current thoughts here.

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

Five Ideas to Get your Committee Organized for the Year Ahead

This week we are honored to include the expert insights of industry leader Lorie Latham, CFA. Recently retired from T. Rowe Price’s Defined Contribution Team, Lorie’s got some great tips to get and keep your year on track. We’re applying these concepts to retirement programs, but we bet you can find other areas of your work and life to which they apply.

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

Retirement Security Matters: February 10, 2022

Greetings, Peeps. This week:

  • Treasurer Stacy Garrity: Fresh perspectives on savings and impact

  • The latest state Auto IRA metrics and some impressive growth rates

  • A closer look at Colorado, Illinois, New Jersey, New York State, Oregon, Virginia, California, Hawaii, Mississippi, and Pennsylvania

  • Implementing something? Teambuilding Tips from a Pro.

  • Hot Sauce, Cool Stuff: What’s everyone reading? Must knows.

  • And, you got it, cooool Pix of the Week!

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