100: Special Re-Broadcast of Hartford Funds’ Human-Centric Investing Podcast – Make Financial Planning a Family Affair Featuring Patti Brennan

Patti was recently asked to be a guest on Hartford Funds’ Human – Centric Investing Podcast.  Together, with hosts John Diehl and Julie Genjac, she discussed the importance of connecting with adult children of clients.  Patti stresses the power of being a resource for the entire family – not just the client parents.  Engaging young adults as they begin their professional careers sets them up for success in a way that parents sometimes are unable to do.  While it is not uncommon for client parents to reach out to Patti and her team, Patti stresses that what is most important is that the conversation is had when the adult children are embarking on careers, and they are then able to start making meaningful decisions about their financial futures and educated decisions about contributions to their retirement accounts.  Listen today to find out what those tips for success are!