Bryn Mawr Trust @BrynMawrTrust
Bryn Mawr Trust, a WSFS Company. bmt.com Bryn Mawr, PA Joined February 2016-
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#BrynMawrTrust is proud to celebrate Asian American and Pacific Islander Heritage Month and the culture, contributions and influence of the Asian American and Pacific Islander community!
This week, we dive into a crucial topic, asset protection trusts, specifically the Spousal Lifetime Access Trust (SLAT). Check out this week’s Planning Perspectives with Garrett Spangler, J.D., LL.M. to learn more.
Overseeing trust asset management requires a holistic approach. Here is a comprehensive guide to trust asset management from Judson Embree, CTFA. bit.ly/44cF0M0
The Spousal Lifetime Access Trust (SLAT) isn't just for the wealthy. It's a powerful tool for married couples to shield assets & potentially lower estate taxes. Learn more about SLATs and how they can benefit your family. bit.ly/3W0vn17
Join our team for a free webinar on 4/24 at noon as we review the complexities of the Tax Cuts and Jobs Act provision and ways to stay resilient in the face of uncertainty. Register today: bit.ly/3xrb0Qh
Whatever your goals may be, planning now for the Tax Cuts and Jobs Act’s sunset could prove very beneficial. Here are five things you can do now to minimize the impact of the law sunsetting from Garrett Spangler, J.D., LL.M. bit.ly/48NBSHM
How can you prepare for the planned sunset of the Tax Cuts and Jobs Act? Check out this week’s Planning Perspectives with Garrett Spangler, J.D., LL.M. to learn more. bit.ly/3JhNtnu
Join our expert team for a free webinar on 4/24 at noon as we review the complexities of the Tax Cuts and Jobs Act provision and discuss ways to stay resilient in the face of uncertainty: bit.ly/3xrb0Qh
In a recent #BrynMawrTrust study about women and #retirement, 826 women (age 40+) said that they are more involved in their retirement planning. Check out these four steps for transitioning to your new phase of life in retirement from Ellen T. Jordan, CFP. bit.ly/3J5Dzp2
Securing a comfortable #retirement requires thoughtful planning and strategic financial decisions. Check out these 5 key strategies from Brian J. Taylor to ensure you won't outlive your retirement savings: bit.ly/3VKMofA
A #WSFS #Mortgage study found that only 7% considered themselves very knowledgeable about reverse mortgages, while 31% admitted to having no knowledge at all. Check out these tips from Jamie Hopkins on opportunities for using housing wealth in #retirement. bit.ly/43BdebX
57% of women prefer to consult a professional financial advisor, according to a Bryn Mawr Trust study. Check out these tips from Jacqueline Reeves, AIFA, PPC on how strategic planning and empowerment play pivotal roles in navigating women's futures: bit.ly/3TERxmy
How should you separate your investment portfolios into buckets? Check out this week’s Planning Perspectives with Brian Taylor to learn more.
A #BrynMawrTrust study found that 99% of women are involved with the #FinancialPlanning process. Here are five essential tips for women to assert control over their financial well-being from Jamie Hopkins. bit.ly/4anecuq
The landscape of employee #retirement planning is undergoing transformative changes, with the Employee Retirement Income Security Act at the heart of this evolution. Check out the key themes for 2024 changes from Jacqueline Reeves, MFS, AIFA, PPC: bit.ly/49UagSf
A #BrynMawrTrust study found that 99% of women are involved in their financial planning and 97% are involved in #retirement planning. Check out this roadmap to financial confidence for women from Jacqueline Reeves, AIFA, PPC: bit.ly/4a7vUlu
With proper planning, retirement doesn't have to be a psychological roller coaster ride. Check out this week’s Planning Perspectives with Brian Taylor to learn more. bit.ly/4a4ObAF
Having a sound financial plan for #retirement is paramount, but additional preparation for this important milestone is also wise. Join #BrynMawrTrust’s Brian Taylor and Jamie Hopkins on 3/20 at noon for a free webinar on retirement planning: bit.ly/3wNSphd
Join #BrynMawrTrust’s Brian Taylor and Jamie Hopkins on 3/20 at noon for a free webinar featuring an informative discussion on retirement planning that goes beyond your account balances: bit.ly/3wNSphd
Women’s involvement spans across financial decision-making areas, including retirement planning (56%), trust and legacy planning (50%), investment management (50%), and tax planning (46%), according to a #BrynMawrTrust study. Learn more: bit.ly/3IjlKCE
Jeff Mills @jeffmills_7
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143 Followers 406 Following Scottsdale Capital Partners, LLC | Managing Partner at Scottsdale Capital Partners, LLC |Jamie Hopkins @RetirementRisks
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43 Followers 477 FollowingWSFS Bank @WSFS
2K Followers 632 Following We’re a community bank using innovative technologies to help Customers. We Stand For Service.®️ Member FDIC. Equal Housing Lender. NMLS #417673Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrgFrank Leto @FrankJLeto
240 Followers 20 Following @BrynMawrTrust President since May 1, 2014, and Chief Executive Officer since January 1, 2015.Specialized education and expansion of financial planning have been massive changes for the financial services world. @BrynMawrTrust @TheAmerCol
Loved this chat! Thanks for having us on! @WSFS @BrynMawrTrust
.@TheAmerCol @NewYorkLife & @BrynMawrTrust join @JillMalandrino on @Nasdaq #TradeTalks to discuss the knowledge gaps and behaviors around areas such as social security, long term care, life expectancy and actionable outcomes for advisors and clients. x.com/i/broadcasts/1…
Congrats Madeline Bell CEO @MadelineSBell of @ChildrensPhila and your impact on the world and health of children! You have changed so many lives with your organization and people @WSFS @BrynMawrTrust
Love seeing the new research from @WSFS and @BrynMawrTrust on strategic use of home equity and how knowledge helps people make better and more informed decisions around housing in retirement. markets.ft.com/data/announce/… @FT @FinAmReverse
New @BrynMawrTrust and @WSFS study on women and wealth Thanks @btreichelesq for your insights forbes.com/sites/jamiehop…
The more time I spend thinking about Roth IRAs and conversions the more value I see in control and certainty over tax arbitrage. @BrynMawrTrust
Love seeing @WSFS and @BrynMawrTrust original research out there with @YahooFinance and @GOBankingRates finance.yahoo.com/news/nearly-9-…
Loved being with @AcademiesInc @WSFS @BrynMawrTrust and the young leaders of our city and region
It’s easy to plan for the short term because you’ll be rewarded sooner. However, everybody should have long-term goals. Figure out what you'd like your retirement to look like and whether you’re on track to fund that lifestyle. Presented by @BrynMawrTrust trib.al/rhnikz8
Figure out what you would like your retirement to look like and whether you’re on track to fund that lifestyle. You can then create a financial plan that maps out the steps needed to achieve that goal. Presented by @BrynMawrTrust trib.al/xjahGKS
Great night walking @BrynMawrTrust clients through our outlook for the economy and markets.
We are thrilled to announce Liz Erickson Impact Award honoree Calvin Thomas, Jr., Community Award honoree @NJ_NonProfits , and Corporate Award honoree @BrynMawrTrust! Come celebrate these amazing awardees on Nov. 2, 5:30-7:30pm at Mercer Oaks Golf Course. nonprofitconnectnj.org/2022-impact-aw…
We are happy to present Liam Brickley, Chief Credit Officer at @BrynMawrTrust , as one of our real estate panelists. Find out how Philly is getting ready to deliver on its infrastructure needs from Liam and our other speakers at our 2020 Launch Conference! #InvestPhilly
Many thanks to @BrynMawrTrust for their continuing support of Media Fellowship House and their sponsorship of our 75th Anniversary Celebration!
Folks from @BrynMawrTrust joined our #reentryawarenessmonth pop-up today! Thanks to them and vols from @DrexelUniv and Devereux. Nathan & Quanda gave amazing talks, Mica from @FreeLibrary shared resources & our friend Carin showed up in head to toe Our Closet. Thanks to all!
Thank you @BrynMawrTrust for your #contribution to FINANTA today. We look forward to continuing to deepen our relationship as we facilitate access to #capital and #consultationservices for #entrepreneurs, #consumers, and first-time #homebuyers. #CDFI #missiondrivenlending
#GreatCareersPHL received a check as designee as @aroundclockexec received the Community Hero Award from @CitadelBanking & @RSVPMontCo. Thanks event sponsors @BrynMawrTrust @ElmwoodParkZoo @PeoplesSecurity @SalusUniversity #MeadowwoodSeniorLiving #gratitude #blessed #nonprofit
Thanks @BrynMawrTrust for today’s great #nonprofit panel in #Princeton!
Following a successful conference on #corporatesocialresponsibility last month our "collective force" is growing! Help us welcome @BrynMawrTrust, Lenfest Foundation, and @citrincooperman. Thank you for your commitment to building stronger communities! --> bit.ly/2GY2Uke
Enjoyed hearing an informed panel address the most important issues facing nonprofits at a @BrynMawrTrust event today. Thanks to host & VC Treasurer Cindy Ricker and panelist/VC Board Chair Dennis Kilfeather! So proud to have them represent VC and share their knowledge!