Investment Management

Webinar Replay: From Piggy Banks to Portfolios: Preparing the Next Generation for Financial Independence

November 21, 2025

< 1 min read

Raising financially responsible children is a goal for many parents, but it can be challenging to know where to begin-or when to step back. Watch the replay of our webinar for a modern, values-based approach to helping teens and young adults build financial independence.

Key Topics:

Making money meaningful in a digital-first world
Teaching teens how to budget, save, and invest
Setting healthy boundaries around financial support
Preparing young adults for inheritance and wealth stewardship
Navigating family money conversations and avoiding common pitfalls

Speakers:

Tasha Childs, Marketing Manager, Bryn Mawr Trust
Elizabeth Wagner, Director of Endowments, Foundation, & Charitable, Bryn Mawr Trust
Donald Lyons, CFP^®, NSSA, Wealth Director, Bryn Mawr Trust

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Wilmington Savings Fund Society, FSB d/b/a/ Bryn Mawr Trust. Bryn Mawr Trust is a division of WSFS Bank. The Bryn Mawr Trust Company of Delaware is a subsidiary of WSFS Financial Corporation. Products and services are provided through WSFS Financial Corporation’s subsidiaries and their affiliates. Trust and investment advisory services are offered through Bryn Mawr Trust. Bryn Mawr Trust is not a registered investment advisor. Investment advisory services are also offered through Bryn Mawr Trust Advisors, LLC (“BMTA”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMTA’s registration as an investment advisor does not imply a certain level of skill or training.

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