insights & events

At Bryn Mawr Trust, we provide regular updates on financial markets, economic outlook, and wealth planning through various resources.

2025 Year-End Financial Checklist

December 17, 2025
12:00 p.m. – 1:00 p.m. EST

As 2025 comes to a close, now is the time to ensure your financial plan is optimized for a strong finish and a successful start to 2026. Join our live webinar, where financial experts will guide you through a comprehensive year-end checklist packed with actionable strategies.

Bryn Mawr Trust Fall Newsletter

Our Fall Newsletter is Now Available! Inside, you’ll find:

Fall Economic and Market Outlook
Making Healthcare a Retirement Planning Priority
Exploring Alternative Investments
Life Insurance Planning
Strategies to Maximize Your Philanthropic Impact
When to Update Estate Planning Documents

- Newsworthy Topics
Financial Strategies for Giving Season
Video

November 25, 2025
- Investment Management
Webinar Replay: From Piggy Banks to Portfolios: Preparing the Next Generation for Financial Independence
Webinar

November 21, 2025
The Power of Open Dialogue: Money, Trust, and Legacy Planning with Dr. George James (Ep. 5)
Podcast

November 18, 2025
The Hidden Truth: Your Tax Strategy IS Your Cash Flow Strategy
Article

November 17, 2025
- Newsworthy Topics
2025 Financial Checkup
Video

November 11, 2025
- Retirement Planning
Retiring Soon? Why Healthcare Planning Should Be Your Financial Priority
Article

November 11, 2025
- Retirement Planning
How To Practice for Retirement (Ep. 4)
Podcast

November 3, 2025
- Newsworthy Topics
The Backdoor Roth Strategy Explained
Video

November 3, 2025
- Newsworthy Topics
Fall 2025 Newsletter
Article

October 29, 2025

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Bryn Mawr Trust | A WSFS Company Your Journey. Our Commitment.

Built on a foundation of trust, Bryn Mawr Trust has been helping individuals, families, and nonprofits achieve their financial goals for more than 130 years.

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© 2025 WSFS Bank. Member FDIC. Wilmington Savings Fund Society, FSB d/b/a WSFS Bank. Private Banking is a division of WSFS Bank.
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.

Bryn Mawr Trust does not provide legal, tax or accounting advice but those services may be provided by affiliates or subsidiaries of Bryn Mawr Trust.

It remains a client’s responsibility to advise Bryn Mawr Trust (BMT) and Bryn Mawr Trust Advisors (BMTA), in writing, if there are any changes in a client’s personal/financial situation or investment objectives for the purpose of BMT or BMTA reviewing, evaluating, and/or revising its previous recommendations and/or services, or if a client would like to impose, add, or modify any reasonable restrictions to BMT or BMTA services.

All opinions expressed by the Associate(s) on television, radio, internet, or any other medium are merely opinions. You should not treat any opinion expressed as an inducement to make a particular investment or follow a particular strategy. Opinions expressed are based upon information that the Associate(s) considered reliable at the time spoken, but there is no guarantee of completeness or accuracy, and it should not be relied upon as such. The opinions do not represent the opinions of WSFS Financial Corporation or its subsidiaries. The Associate(s) and the listed entities have no duty to update or correct any information that was provided. Past performance is not indicative of future results, and as such, neither the Associate(s) nor any of the above-listed entities guarantee any specific outcome, performance, or profit. Before acting on any information from the Associate(s), consider suitability for your personal financial situation and seek the advice of your own financial professional.

Any third-party trademarks, and products or services related thereto, mentioned are for discussion purposes only. Third-party trademarks mentioned are not commercially related to, or affiliated in any way with, Bryn Mawr Trust products or services. Third-party trademarks mentioned are also not endorsed by Bryn Mawr Trust in any way. Bryn Mawr Trust may have agreements in place with third-party trademark owners that would render this trademark disclaimer not relevant.

INVESTMENTS: NOT A DEPOSIT. NOT FDIC – INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.