Trust & Estate Planning

WEBINAR REPLAY: Opening Up About Money with Your Family: When and How to Initiate the Talk

Kate Duffy, FBS®, MFP

Bryn Mawr Trust Advisors

April 23, 2025

< 1 min read

A family walks along the beach.

Watch our webinar replay to discover how to have open, meaningful conversations about money with your family. Learn how generational differences affect money conversations, why proactive financial planning is crucial, and the hidden costs of not having a strategy. Gain insights to help secure your legacy and sustain generational wealth.

Key Topics

How to Prepare for the ‘Great Wealth Transfer’
Turning Money Conversations Into Meaningful Legacies
Navigating the Complexities of Inheritance
The Role of Emotion in Financial Decisions

Kate Duffy, FBS®, MFP

Bryn Mawr Trust Advisors

Kate Duffy collaborates with clients to provide wealth management strategies, financial planning, and investment advice. She joined the company in 2024.

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