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’