Wilmington Trust Webinars

Webinar - Putting Your Financial House in Order

Listen as Karin Christenson, senior wealth planner, and Allison Pierce, wealth planning team leader, share insights on a number of strategies to consider, including charitable and family giving, estate and risk planning, and income and tax strategies.

Webinar - Maximizing Outcomes for Complex Wealth Plans

Listen as Senior Wealth Strategists, Dolly Donnelly and Matthew Lee guide you through the essential building blocks of smart year-end planning tailored to complex financial profiles and long-term goals. During this conversation, they will cover many topics, including estate planning and tax mitigation strategies, income tax planning, and family governance and infrastructure. Gain clarity, confidence, and actionable insights to help you close out the year with purpose.

Webinar: Forward-Looking Planning for Business Owners

Listen as Chief Wealth Strategist Marguerite Weese and Head of Family Office Experience Blair Talty discuss ways business owners can make the most of year-end planning. The conversation includes guidance on optimizing your 2025 tax position, operational continuity and financial resilience, how to support long-term leadership transitions, exit strategies, and aligning your business goals with your broader financial picture.
 

Webinar - Midyear Market Check In: Are we climbing toward growth or sliding into risk?

On July 17, Head of U.S. Markets, Wealth Management Dave DiLuigi moderated a discussion with our investment team on how recent legislation, shifting trade dynamics, and Federal Reserve policy are shaping the investment landscape—and what it all could mean for your financial plan.
Chief Investment Officer Tony Roth, Chief Investment Strategist Meghan Shue, and Chief Economist Luke Tilley shared valuable insights on what it could mean for your financial plan. 
During the conversation, the team provided insight on: 
The current state of the economy and markets
Key developments in Washington and global policy
The potential impact on portfolios and long-term strategies

Donor Advised Funds Revisited: Leveraging Donor Advised Funds for Fundraising Success

On February 27, 2025, we hosted an installment in our Philanthropic Speaker Series, Donor Advised Funds Revisited: Leveraging Donor Advised Funds for Fundraising Success. This webinar was hosted by National Director of Endowments and Foundations Walter Dillingham and included an interactive panel discussion featuring industry professionals who discussed how donors are increasingly looking to DAFs as their philanthropic vehicles, and shared strategies to help nonprofits develop a plan to maximize their DAF fundraising. 

New Tariffs, Big Consequences: Preparing for What's Ahead

On April 9, Head of Wealth Management Lisa Roberts moderated a discussion with our investment team on the current volatility and economic outlook.
Chief Investment Officer Tony Roth, Chief Investment Strategist Meghan Shue, and Chief Economist Luke Tilley shared valuable insights on the recent market drawdown1Disclosure number, please reference additional details in the Disclosures section at the bottom of this page. and what they are watching in the weeks ahead.
During the conversation, the team provided insight on: 
Their expectation for recession
What they believe the impact tariffs will have on the economy
The resiliency of the U.S. economy