Patti Brennan’s journey from Georgetown-trained ICU nurse turned CEO and nationally ranked financial advisor is a masterclass in reinvention and purpose-driven leadership. From making a major career pivot to launching her firm in a laundry room to managing over $2 billion in assets, her journey is a testament to bold vision and relentless drive. In this conversation moderated by Tracy Musser, WIN Co-President, Patti will discuss pivotal moments that shaped her career and highlight mindset shifts that gave her confidence to fuel the transition.  Patti will share actionable advice on career advancement, building credibility and staying relevant in a rapidly evolving industry. She’ll also shine a spotlight on emerging trends in wealth management and personal finance, offering her take on what’s worth watching vs. what’s being overhyped.  Click here for speaker bio.

All attendees will receive a copy of Patti’s book, Am I Going to Be Okay?: Money:Timely Intelligence, Actionable Ideas, Answers to the Questions that Really Matter.

We are thrilled by the overwhelming response to this year’s kickoff event with Patti Brennan of Key Financial! We have officially reached maximum capacity, and the event is now Sold Out.

To ensure a wonderful experience for all our guests, please note:

• No On-Site Registration: We cannot accommodate walk-ins or day-of registrations
• Confirmed Guests: All registered attendees should be receiving confirmation and event updates via email.
• Verify Your Status: If you are unsure of your registration status, we kindly ask that you email [email protected] to confirm before heading to the venue.

We appreciate your understanding and look forward to a great event!

Please note that no refunds will be given for cancellations received one week before each event due to food and beverage count deadlines.