Wills, Living Trusts, and Estate Planning
Ep108: Special Re-Broadcast of Hartford Funds’ Human-Centric Investing Podcast – How to Help Clients Age with Dignity Featuring Patti Brennan
John Diehl: Julie, in today's podcast, we're going to welcome Patti Brennan, and the topic is interesting to me. It's "How to Help Clients Age
Ep100: Special Re-Broadcast of Hartford Funds’ Human-Centric Investing Podcast – Make Financial Planning a Family Affair
Julie Genjac: John, today we had the pleasure of speaking with Patti Brennan about the importance or the power in connecting and educating with clients’
Ep92: Issues To Consider at the Start of the Year
Patti Brennan: Hi there. Welcome to "The Patti Brennan Show." Whether you have $20 or $20 million, this show is for those of you who
Ep88: Issues to Consider Before Updating an Estate Plan
Patti Brennan: Hi, everybody. Welcome to the "Patti Brennan Show," whether you have $20 or $20 million, this show is for those of you who
Ep86: VAL (Virtual Assisted Living) with MIT AgeLab
Patti Brennan: Hi, everybody. Welcome back to "The Patti Brennan Show." Whether you have $20 or $20 million, this show is for those of you
Ep80: Alzheimer’s Disease – America’s Healthcare Crisis
Patti Brennan: Hi, everybody. Welcome to "The Patti Brennan Show." This show is for those of you who want to protect, grow, and use your
Ep73: Implications of Biden’s Tax Proposal: The American Families Plan
Patti Brennan: Hi, everybody. Welcome to the “Patti Brennan Show.” Whether you have $20 or $20 million, this show is for those of you who
Ep65: Top Issues Affecting America’s Economic Recovery
Patti Brennan: Hi, everybody. Welcome to "The Patti Brennan Show," whether you have $20 or $20 million, this show is for those of you who