Tag: estate planning ()
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056: What Does Life After COVID Look Like?
Patti sits down with nationally renowned radio host, Gregg Stebben, to discuss some life-changing decisions that clients, friends, and family are making during this pandemic.
Posted 10/23/2020 11:00 AM
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037: Sterling Shea – Barron’s Global Head of Wealth Management Discusses Industry Trends - Part Two
Sterling Shea, Global Head of Wealth Management for Barron’s and Dow Jones, continues his discussion with Patti regarding the industry trends he is seeing.
Posted 02/14/2020 11:00 AM
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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 11:00 AM
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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 11:00 AM
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004: Headlines and Havoc
In this episode, Patti and Michael Brennan discuss how to differentiate the “noise” from the “substance” in today’s headlines.
Posted 01/20/2019 11:00 AM
