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Bryn Mawr Trust Weekly Market Summary September 15, 2014
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09/16/14
Global equity markets finished slightly lower for the first time in six weeks with a decidedly non-committal tone. The major equity indices finished down on average just under of 1%. The U.S. ten year …


Recent Developments in Estate Planning: Part 1
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09/16/14
The Tax Court, abandoning its prior position, held that, for gift tax purposes, a donor could reduce the value of gifted property by the value of the donee's assumption of the donor's potential Sec. 2 …


In-Service Withdrawals Turn 401(k)s Into Paychecks
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09/16/14
A major concern of many clients who are nearing retirement is safeguarding their hard-earned money from future downturns in the market. They have good reason to be concerned: The S&P 500 index has nea …


Structured Products in Trust Portfolios?
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09/16/14
Many fiduciaries have greatly expanded the types of investments they use in portfolios, thanks to the freedom afforded by widespread adoption during the past two decades of both the Uniform Prudent In …


Commencing the Inheritance Discussion
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09/16/14
Have you every listened to a business owner talk about the future ownership of his or her business? “If I die,” this is what I want to happen. “IF?” Is there a choice? No one wants to face their own m …


RECENT AND UPCOMING EVENTS

Sep 18, 2014 Sponsored Education Online
Free to Members
Fully Insured Plans
Ernie Guerriero, CLU, ChFC, CEBS, CPCU, CPA
Discussion of issues surrounding fully insured plans
Sponsored by Guardian


Sep 24, 2014 Sponsored Education Online
Free to Members
The Social Media Black Book: 7 Secrets Advisors Need to Know
Ted Jenkin, CFP
Using social media to enhance business marketing
Sponsored by Hello My Name is, LLC


Oct 07, 2014 Sponsored Education Online
Free to All Attendees
Charitable Remainder Trusts (CRT): Back to the Future
Lawrence Brody, JD,LLM, AEP
Moderator: Richard M. Weber, MBA, CLU, AEP
Fourth in a series of four on charitable planning after ATRA
Co-sponsored by the American Cancer Society


Oct 15, 2014 Audio/Web Conference
Defined Benefit Plans: An Underutilized Planning Tool
Mary Read, CPC, QPA
Defined benefit plans as tax-effective planning tools.


Oct 29, 2014 Sponsored Education Online
Free to Members
Building a Practice With a Focus on Income Distribution
Zachary S. Parker, MBA, CFP
Building a retirement planning practice
Sponsored by Securities America.


Nov 19, 2014 Video Teleconference
Investing for Income:Current Trends, Strategies and Products
Strategies and products to offset market fluctuations


Dec 03, 2014 Audio/Web Conference
TBD
Topic - Life Insurance in Pension Plans (details coming soon)


Jan 18–
Jan 22, 2015 Arizona Institute
2015 Arizona Institute

The Institute is a unique learning experience—4 days of intensive, in-depth education in a small classroom environment.


Feb 18, 2015 Video Teleconference
TBD
Topic TBD. Details coming soon.


May 14–
May 15, 2015 Clinic
TBD
An in-depth educational meeting on issues of high importance to financial professionals.


May 20, 2015 Video Teleconference
TBD
Topic TBD. Details coming soon.


 

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