Putting Your Financial House in Order

Tuesday, October 7, 2025

12:00 PM ET

As 2025 draws to a close, now is the time to take a strategic look at your financial plan. It is critical to take a moment to align your goals and optimize your outcomes.

This year, planning takes on added importance with the passage of the One Big Beautiful Bill Act (OBBBA), which introduces changes for individuals and business owners. From expanded deductions to new exclusions, the OBBBA may impact your income, estate, and charitable planning strategies.

Join Wilmington Trust’s Advanced Planning team for an exclusive webinar designed to guide you through the essential building blocks of smart year-end planning, including:

🔹 Income & Tax Strategy
🔹 Charitable & Family Giving
🔹 Portfolio & Financial Review
🔹 Estate & Risk Planning
🔹 Family Wealth Conversations

Advance registration is required. You will be able to submit questions for our speakers when you register or during the presentation.

RSVPs Closed

We're offering two additional webinars tailored to specific planning needs. Choose the sessions most relevant to you by clicking below:

Maximizing Outcomes for Complex Wealth Plans
Tuesday, October 14 at 12:00 PM ET
Designed for individuals with sophisticated wealth and estate planning needs.

Forward Looking Planning for Business Owners
Tuesday, October 21 at 12:00 PM ET

Focused on strategies for entrepreneurs and business owners navigating year-end decisions.

Speakers

Karin Christenson

Senior Wealth Planner

Allison Pierce

Wealth Planning Team Leader

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This webinar is for informational purposes only and is not intended as an offer or solicitation for the sale of any financial product or service. It is not designed or intended to provide financial, tax, legal, investment, accounting, or other professional advice since such advice always requires consideration of individual circumstances. If professional advice is needed, the services of a professional advisor should be sought.

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