From ICU to CEO: Lessons in Leadership, Grit and Growth

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 session, 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.

All registrants must be a 2026 WIN member by Wednesday, January 14th.

No refunds for cancellations after Wednesday,  January 21st.