Key Financial Client Event Fall 2019

Forbes Shook Top Advisor Summit 2019

CEO Patti Brennan shares top insights at the Forbes Shook Top Advisor Summit.

2019 Key Financial Client Event

Barron’s UK Summit – London 2019

Annual Fall Client Event featuring New York Times Best-selling Author, Amy Bloom

On September 6th, our team at Key Financial hosted our Annual Fall Client Event featuring New York Times Best-selling Author, Amy Bloom. Amy spoke to a packed room about her career, life as a writer, and her latest book, White Houses. We have received such great feedback about Amy’s talk, that we have uploaded her speech for your viewing! We hope you enjoy the wonderful words of Amy Bloom.

Patti’s Why

President and CEO Patti Brennan shares the defining moment that transformed her work, her life, and herself.

Patti Brennan Appears on Asset TVs ‘Alpha Female’ with Sarah Makuta

As one of the leading female advisors in finance, Patti Brennan appears on Asset TVs ‘Alpha Female’ with Sarah Makuta. The two discuss the dynamics of women investing, advancements through technology and empowerment through education.

“Mother to Daughter” Interview with Patti Brennan

Patti Brennan sits down with her daughter Carrie to reflect back on the challenges of simultaneously raising a family while growing a business. Right in time for Mother’s Day, it is an honest and beautiful conversation between a mother and her daughter.

CEO For The Day

Recently, our team at Key Financial hosted our first ever “CEO for the Day”, where a local 12 year old was given the opportunity to shadow our President & CEO, Patti Brennan. The idea first came to Brennan after meeting Wyatt through a special program hosted by the West Chester YMCA called Believe and Achieve. As word spread about CEO for the Day, Investment News took the opportunity to feature our story on the first episode of the series “The Secret Life of a Financial Advisor”.