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Webinar Replay: 2025 Year-End Financial Checklist

Brian Taylor, CTFA

Bryn Mawr Trust

December 18, 2025

< 1 min read

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. Watch the replay of our webinar where our financial experts guided viewers through a comprehensive year-end checklist packed with actionable strategies to help:

Maximize tax savings before December 31
Optimize your investment portfolio
Meet key estate planning and charitable giving deadlines
Fine-tune your retirement and cash flow plans

Speakers:

Brian Taylor, CTFA, Wealth Director, Bryn Mawr Trust
David Navarro, CFA, Wealth Director, Bryn Mawr Trust Advisors
John Walters, CFP, Financial Advisor, Bryn Mawr Trust Advisors

Brian Taylor, CTFA

Bryn Mawr Trust

Brian Taylor leads an advice-driven, cross-functional team of advisors, including investment advisors and wealth and trust advisors. He joined the company in 2021.

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