insights & events

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

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

November 19, 2025
12:00 p.m. – 1:00 p.m. EST

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. This webinar offers a modern, values-based approach to helping teens and young adults build financial independence. Discover real-world strategies that foster confidence, responsibility, and long‑term success.

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

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
Fall 2025 Newsletter

October 28, 2025
Smarter Wealth: Where Goals Meet Institutional Discipline

October 28, 2025
- Newsworthy Topics
WEBINAR REPLAY: Getting a Jumpstart on Taxes: How to Prepare for a Stress Free Tax Season
Webinar

October 23, 2025
- Business Planning
Leading With Values and Vision with Rodger Levenson (Ep. 3)
Podcast

October 23, 2025
Tax-Smart Retirement Income Planning Strategies
Article

October 20, 2025
- Newsworthy Topics
When Should You Claim Social Security?
Video

October 14, 2025
October: National Retirement Security Month
Article

October 14, 2025
Financial Planners Can Bridge the Gap
Article

October 14, 2025
- Tax Planning
Resources — 2025-2026 Year-End Tax Planning Guide [PDF]
Article

October 14, 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.