With the end of the year on the horizon, now is the time to make sure you’re still on track for achieving your financial goals.
What market trends should you watch for right now and steps you can take in the closing weeks to optimize your portfolio and charitable contributions, reduce taxes, and ensure all the elements of your estate plan are in place.
Join the experts from Bryn Mawr Trust’s Planning and Advice Team for tips on how reviewing your portfolio and personal finances now could potentially help reduce your tax liability.
On Tuesday, Dec. 6, American Community Journals — the parent company of MONTCO Today — will host a NoonZOOM, entitled “Year-End Financial Planning,” to inform Delaware Valley residents and business leaders of steps they can take to optimize their portfolios in the final weeks of 2022.
NoonZOOMs are a series of informal sessions that are both interesting and insightful and dive into issues and topics suburban Philadelphians want to know more about.
On Tuesday, Brian J. Taylor — who leads Bryn Mawr Trust’s Princeton team and is responsible for new business, community visibility, and brand development in his expanding market — will moderate a panel of presenters that includes:
- Stephanie Saint-Cyr, a Senior Vice President and the Director of Wealth Advisory Services for Bryn Mawr Trust who boasts more than 23 years of experience and is responsible for directing the wealth advisor process, ensuring fiduciary adherence, identifying relevant trends, and driving continuous improvement and delivery of fiduciary services and wealth management products and services
- Elizabeth Wagner, a Senior Vice President and the Director of Institutional Wealth Management for Bryn Mawr Trust who has nearly two decades of experience advising long-term charitable solutions for high-net-worth individuals, families, and nonprofits
- Matthew Thornton, an Investment Advisor at Bryn Mawr Trust who is responsible for tactical asset allocation, investment management, and economic commentary for high-net-worth individuals, families, and institutions
Brian will moderate a brief Q&A following the panel discussion.
Individuals, multi-generation families, and institutions have turned to Bryn Mawr Trust for more than 130 years. BMT boasts a dedicated team of advisors who help clients build a flexible plan designed to adapt and evolve as their needs change.