insights & events
At Bryn Mawr Trust, we provide regular updates on financial markets, economic outlook, and wealth planning through various resources.
Unpacking ‘One Big, Beautiful Bill’ and Your Finances
Wednesday, August 13, 2025
12 p.m. to 1 p.m. EST
The political landscape is shifting, and with it comes a sweeping set of proposed tax changes known as the “Big Beautiful Bill” that could have meaningful impacts on how families build wealth, pass it on, and plan for the future. Join our financial planning experts as they break down what’s on the table, how it may affect your financial goals, and key strategies to consider now to stay ahead of the changes.
Key Topics We’ll Cover:
- How proposed income tax changes could impact your take-home pay and investments
- New estate planning rules and what they mean for passing on wealth
- Potential healthcare cost implications and how to prepare
- Proactive strategies for business owners and families to navigate the changes
Hosts:
- Mark Bradford, CFP®, ChFC®, CRPC®, AEP®, AWMA®, Director of Wealth Planning, Bryn Mawr Trust
- Lisa Borrelli, CPA, MT, Senior Wealth Strategist, Bryn Mawr Trust Advisors, LLC.
- Garrett Spangler, JD, LLM, Senior Wealth Strategist, Bryn Mawr Trust Advisors, LLC.
Our Summer Newsletter Is Now Available! Inside, you’ll find:
- 2025 Mid-Year Economic and Market Outlook
- Building a Legacy: Essential Steps for Intergenerational Wealth Management
- Giving When the Need Feels Overwhelming
- Smart Foreign Exchange Strategies for Summer Travel
- Unlocking Your Home’s Hidden Potential: How a HELOC Can Help You Move Beyond ‘Golden Handcuffs’ and Transform Your Living Space
- What is a Living Trust, and Why Do You Need One?
