Preparing for the Unexpected: Essential Tips for Organizing Your Affairs - Patti Brennan | President and CEO, Key Financial, Inc. 00:10:00

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Patti Brennan is the President and CEO of Key Financial, Inc., a leading wealth management firm known for its personalized approach to financial planning. With over 30 years of experience in the industry, Patti is a respected voice in wealth management, specializing in retirement planning, investment strategies, and estate planning. Her commitment to client education and proactive financial management has earned her recognition in Barron's and Forbes rankings of top wealth advisors. Patti's podcast series, #AskPattiBrennan, addresses critical financial topics, including organizing affairs and estate planning, offering practical advice to listeners. Through her leadership at Key Financial, Inc., Patti continues to empower clients to achieve financial security and peace of mind.

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