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Retirement Daily Roundtable: Women, Money & Retirement

By Janeesa Hollingshead March 25, 2025 Wealth Solutions Report

The Wealth Solutions Report Pathfinder Awards celebrate exceptional professionals and organizations supporting underrepresented groups in wealth management. Terri Kallsen, CFP®, 2025 CFP Board Chair-Elect, won “Strategic Innovation Executive of the Year” in its fourth annual awards.

Read more at Wealth Solutions Report

Wealth Solutions Report
Janeesa Hollingshead
March 25, 2025