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WEBINAR REPLAY: Unpacking ‘One Big Beautiful Bill’ and Your Finances

Mark Bradford, CFP®, ChFC®, CRPC®, AEP®, AWMA®, CEPA®

Bryn Mawr Trust Advisors

August 18, 2025

< 1 min read

Unpacking the “Big, Beautiful Bill” and Your Finances

The political landscape is shifting, and with it comes a sweeping set of proposed tax changes known as the “One Big Beautiful Bill” that could have meaningful impacts on how families build wealth, pass it on, and plan for the future. Our financial planning experts recently broke 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:

Changes to Income Taxes
Updates to Estate Planning Rules
Healthcare Impacts to Watch
Strategic Planning Considerations for Business Owners & Families

Speakers:

Mark Bradford, CFP^®, ChFC^®, CRPC^®, AEP^®, AWMA^®, CEPA^®, 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.

Mark Bradford, CFP®, ChFC®, CRPC®, AEP®, AWMA®, CEPA®

Bryn Mawr Trust Advisors

Mark Bradford is the Director of Wealth Planning, where he leads the wealth planning team. He collaborates closely with advisors to develop and implement the company's long-term vision for wealth planning, which focuses on enhancing client relationships by providing an exceptional client experience through comprehensive and personalized planning.

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