Maximizing Outcomes for Complex Wealth Plans

Tuesday, October 14, 2025

12:00 PM ET

As 2025 comes to a close, now is the time to revisit your wealth strategy and prepare for the opportunities and challenges ahead in 2026.

The recent enactment of the One Big Beautiful Bill Act (OBBBA) introduced sweeping changes that may impact individuals with sophisticated estate and tax planning needs. Whether the new law directly affects your plan or not, year end is an ideal time to evaluate existing strategies and make informed decisions.

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 tailored to complex financial profiles and long-term goals.

Gain clarity, confidence, and actionable insights to help you close out the year with purpose.

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

RSVPs Closed

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

Putting Your Financial House in Order
Tuesday, October 7 at 12:00 PM ET
Designed for individuals and families looking to build or refine their financial strategy.

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

Dolly Donnelly

Senior Wealth Strategist

Matthew Lee

Senior Wealth Strategist

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