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WEST CHESTER, Pa., Feb. 26, 2018 -- On Wednesday, February 28th, President & CEO of Key Financial Inc., Patti Brennan will be speaking at the Forbes/Shook Top Advisors Summit in Las Vegas, Nevada. This second annual gathering holds 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.
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“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,” says President & CEO Patti Brennan. 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. Along with Forbes/Shook’s top Advisors and RIAs; Wall Street’s top strategists, economists, portfolio managers and hedge fund managers will be in attendance.
Attendees and speakers were hand selected to provide a forum for healthy discussion of best practices. 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. For more information, https://www.forbes.com/forbes-live/event/top-advisor-summit-2018/.
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, Inc. 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 Inc. provides comprehensive financial planning and wealth management services and is located at 1045 Andrew Drive Suite A West Chester, PA. For information about the firm’s planning services or to speak with Patti Brennan, call (610)429-9050 or visit www.keyfinancialinc.com.
Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance services offered through Patricia Brennan are independent of Royal Alliance Associates, Inc. Advisory services offered through Key Financial, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.
Contact information: [email protected]
A photo accompanying this announcement is available at http://www.globenewswire.com/NewsRoom/AttachmentNg/c1eeb80e-c80c-4634-b78f-6b87bc92f691
