Investment Management

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

Donald Lyons, CFP®, NSSA

Bryn Mawr Trust

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

Donald Lyons, CFP®, NSSA

Bryn Mawr Trust

Don Lyons 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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