Newsworthy Topics, Retirement Planning

WEBINAR: Retirement Planning – Change Your Thinking to Better Prepare

Brian Taylor, CTFA

Bryn Mawr Trust

March 21, 2024

< 1 min read

A man and a woman walking along the shoreline. They are both wearing white clothing and holding hands. The image is overlaid with a blue mezzotint pattern reminiscent of the texture of dollar bills.

Watch the replay from our webinar on retirement planning that goes beyond your account balances.

Having a sound financial plan for retirement is paramount, but additional preparation for this important milestone in your life is also wise. Emotional, social, and income source considerations are just as crucial as your financial plans.

Presenters:

Brian J. Taylor, Wealth Director, Bryn Mawr Trust

Jamie Hopkins, ESQ., LLM, MBA, CFP^® Director of Private Wealth Management, Bryn Mawr Trust

Key Topics:

Exploring the option of a phased retirement
The importance of structuring your time effectively
Getting comfortable with spending adjustments
Preparing for income fluctuations
Retirement income strategies

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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