Recognize and Capitalize on Your Firm’s Crucial Growth Opportunities
Thursday, September 30 from 2:00 - 3:00 p.m. ET
Patti Brennan began her financial planning practice in her laundry room. Today, Key Financial, Inc. is a nearly $2B firm.

In this webinar, you’ll hear from Patti and members of the Key Financial team about crucial milestones attained throughout the firm’s 36-year history and the processes they used to achieve them. Learn actionable steps from Key Financial and eMoney you can implement now to help grow your practice—without sacrificing the delivery of client-centric financial plans that make a difference.
Your Key Financial Presenters
Patti Brennan, CFP®, CFS®
President & CEO
Key Financial, Inc.
Eric Fuhrman, CFP®, CIPM
Chief Planning Officer
Key Financial, Inc.
Brad Everett, CFA®, CFP®
Chief Investment Officer
Key Financial, Inc.
Lori Vogan
Director of Client Services
Key Financial, Inc.
Bernadette Hunter
Director of Client Engagement
Key Financial, Inc.
Drew Nakajima
Data Engineer
Key Financial, Inc.
Your eMoney Host
Steve Levis
SVP, Financial Planning
eMoney Advisor
Can't make it to the live session?
Register anyway, and we'll send you the recording.