End of Year Financial Planning Tips and Advice

By WSFS Contributor | Published: December 2022

The end of the year is a good opportunity to make sure you're still on track toward your financial goals. In this panel, Bryn Mawr Trust experts share tips on how reviewing your portfolio and personal finances now could potentially help reduce your tax liability.

Brian J. Taylor from Bryn Mawr Trust moderates the panel of Bryn Mawr Trust Planning and Advice Team presenters, including Stephanie P. Saint-Cyr, Matt Thornton and Elizabeth B. Wagner to discuss steps you can take in the year’s closing weeks to optimize your portfolio and charitable contributions, reduce taxes, and ensure all the elements of your estate plan are in place.

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