President and CEO of Key Financial Patti Brennan will speak at the Forbes Top Advisors Summit in Las Vegas, Nevada on February 28, 2018. Forbes Top Advisors Summit will be attended by the world’s top preeminent wealth advisors and industry leaders, representing nearly $1 trillion of assets under management. The breakout session Brennan will be hosting is Evolution of Advice – Where do we go from here? Along with Raj Sharma and Don Bennyhoff, said a statement from Key Financial.
“I have seen the industry evolve over many seasons and many years, and I think the future is brighter than ever – at least for those who deliver holistic and comprehensive advice in all areas, not just portfolio management,” stated Patti. The event will be held at the Bellagio Hotel in Las Vegas, Nevada, and is expecting a growing crowd of the industry’s top professionals.
The conference topics of discussion include financial technologies, intergenerational wealth planning, health and cognitive decline, investing in crypto-assets, impact investing, strategic planning to create world-class practices and the current political landscape.
A graduate of Georgetown University, Patti is a Certified Financial Planner with almost 30 years of experience providing financial advice in West Chester, PA. In addition to being President and CEO of Key Financial, she also serves on the National Advisory Board, is a Board Member of the YMCA of Greater Brandywine and Cuddle My Kids. She formerly served on the Boards of the Chester County Economic Development Council, SEEDCO and Penn Medicine Chester County Hospital.
With assets under management over $900 million, Key Financial provides comprehensive financial planning and wealth management services and is located at 1045 Andrew Drive Suite A West Chester, PA, said company.
