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.