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Archive: 2019 ()

022: Risky Behavior

Patti Brennan and her Chief Investment Officer, Brad Everett, reveal three specific examples of what they look for in choosing investments for their clients’ portfolios.

Posted 08/16/2019 03:00 AM

021: Estate Planning Mistakes

In this episode, Patti sits with Stacey Willits McConnell, Chair of the Estate Planning Department at Lamb, McErlane in West Chester.

Posted 08/02/2019 03:00 AM

020: Don't Get Hacked!

Did you know that there is a cybersecurity attack every 39 seconds? Since 2013, there are almost 4 million records stolen from security breaches every single day!

Posted 07/19/2019 03:00 AM

019: Selling Your Business

Have you done your due diligence to sell your business and get the maximum value?

Posted 07/05/2019 03:00 AM

018: Preparing Your Business For Sale

How often have you thought about selling your business? There are specific strategies you need to know to set your business up to get the maximum value.

Posted 06/21/2019 03:00 AM

017: What Are Top Advisors Saying About The Markets?

Are the tariffs on China going to harm the average American consumer? Listen to what is discussed at these exclusive events and what actionable steps they are suggesting.

Posted 06/07/2019 03:00 AM

016: Having The Conversation with Mom and Dad

When is the “right” time to have the difficult conversation with Mom and Dad about driving, or moving, or any other important decision as they age?

Posted 05/24/2019 03:00 AM

015: MIT Age Lab – Inventing Tomorrow

The last episode of the 3-part series, Patti circles back with John Diehl of the Hartford Funds.

Posted 05/10/2019 03:00 AM