This special live episode of the Planning Perspectives Podcast, recorded at the Philadelphia Business Journal’s Healthcare Awards, features a series of short, high-energy conversations with six leading healthcare executives and innovators. Each guest offers a concise perspective on the most pressing challenges and opportunities shaping healthcare today, creating a dynamic snapshot of an industry undergoing significant transformation.

Across the discussions, common themes emerge around expanding access and advancing health equity, particularly for underserved populations. Leaders highlight the growing importance of integrating behavioral and physical healthcare, while health system executives emphasize balancing patient-centered care with operational and workforce demands. At the same time, innovators point to the critical role of technology, data sharing, and process improvement in driving efficiency and better outcomes.

Overall, the episode underscores a shared commitment to collaboration and innovation across the healthcare ecosystem. From community-based care to cutting-edge research and AI-driven solutions, each conversation reinforces the need for more connected, coordinated, and forward-thinking approaches to building a more effective and equitable system of care.

Estate planning is often seen as something for the wealthy or something to tackle later—but the reality is far more immediate. The decisions you make today can shape how your loved ones navigate difficult moments in the future.

In this episode of The Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy are joined by Garrett Spangler, JD, LLM, Senior Wealth Strategist at Bryn Mawr Trust Advisors, to discuss why estate planning goes well beyond transferring assets. They explore the importance of family conversations, the roles of powers of attorney and living wills, and how tools like beneficiary designations, legacy letters, and digital asset planning help ensure your wishes are clearly understood.

The conversation also highlights common missteps, the need to revisit plans after major life events, and how thoughtful preparation can ease stress for loved ones when guidance matters most.

Key takeaways:

• Estate planning should address life events, incapacity, and family decision-making—not just wealth transfer
• Beneficiary designations can override wills, making regular reviews essential
• Legacy letters and family communication help clarify intentions beyond legal documents
• Digital assets and life changes require ongoing updates to keep plans current

Resources:

• Bryn Mawr Trust Digital Assets Research Project

Connect with Bryn Mawr Trust:

• 833-973-7633
• LinkedIn: Bryn Mawr Trust
• Website: Bryn Mawr Trust

Connect with Kate Duffy:

• LinkedIn: Kate Duffy

Connect with Jamie Hopkins:

• LinkedIn: Jamie Hopkins

Connect with Garrett Spangler:

• LinkedIn: Garrett Spangler

About our Guest:

Garrett C. Spangler is a Senior Wealth Strategist with Bryn Mawr Trust Advisors. In his role, Garrett works with clients on a variety of planning areas such as trust and estate planning, business succession planning, retirement planning, income taxes, and liability exposure. Prior to his role in wealth planning, Garrett practiced tax, estate, and corporate law with an emphasis on international planning at law firms in Philadelphia and the surrounding area. Garrett earned his law degree (J.D.) and Master’s in Taxation (LL.M.) from Temple University’s Beasley School of Law and his bachelor’s degree (B.S.) from Penn State University’s Smeal College of Business. He has also received the CEPA (Certified Exit Planning Advisor) designation from the Exit Planning Institute.

In addition to his work with Bryn Mawr Trust Advisors, Garrett spent many years as an adjunct faculty member of Delaware Valley University where he taught Corporate Taxation, Federal Income Taxation, Financial Planning, and Estate Planning. He has also lectured at Temple Law on international tax issues and presented to his peers on tax, business, and estate planning related topics in continuing education courses.

Garrett is a member of the bars of Pennsylvania and New Jersey and is admitted to practice before the United States Tax Court.

Retirement plans have long been seen as expensive, complex, and difficult to manage—especially for small businesses. But that perception is changing.

In this episode of the Planning Perspectives Podcast, Jackie Reeves joins Jamie Hopkins and Kate Duffy to explore what’s different today, the opportunities many employers may be overlooking, and why taking a fresh look at your current plan could deliver meaningful value for both your business and your employees.

Key Takeaways:

• Why no business is “too small” to offer a retirement plan—and how accessibility has improved
• How modern plans have become more affordable, streamlined, and easier to manage
• Why retirement benefits are now a powerful differentiator for attracting and retaining talent
• How features like automatic enrollment—and a simple plan review—can significantly improve outcomes
• And more.

This conversation makes a compelling case for revisiting your approach—because today’s retirement plans aren’t just easier, they’re a strategic advantage.

Connect with Bryn Mawr Trust:

• 833-973-7633
• LinkedIn: Bryn Mawr Trust
• Website: Bryn Mawr Trust

Connect with Kate Duffy:

• LinkedIn: Kate Duffy

Connect with Jamie Hopkins:

• LinkedIn: Jamie Hopkins

Connect with Jacqueline Reeves:

• LinkedIn: Jacqueline Reeves

About our Guest:

Jacqueline (Jackie) Reeves leads Retirement Plan Services at Bryn Mawr Trust, a WSFS company. She works with business owners to design, evaluate, and optimize retirement plans that align with company goals, employee needs, and evolving regulatory requirements. Jackie specializes in helping organizations navigate plan design, fiduciary oversight, retirement plan benchmarking, participant engagement, and long-term retirement readiness strategies. Throughout this conversation, she shares practical insights on how business owners can simplify retirement plan decisions while creating meaningful benefits for their employees.