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Wills, Living Trusts, and Estate Planning

Ep 178 – Dear Patti: Retirement

Ep 176 – Reimagining Aging with Dr. Joseph Coughlin

Ep 175 – Dear Patti: Longevity

Ep 173 – Leaving a Legacy with Roy Möed

Ep 168 – Long Term Care

Ep 167 – Inherited IRAs

Ep 166 – Sudden Wealth Event

Ep 165 – Mother to Daughter: Patti’s Story of Passion and Perseverance

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’