WSFS Wealth Virtual Economic and Business Outlook Event


Economic Climate, presented by
Andrew N. Davis, CFA® — Director of Research
David A. Navarro, CFA® — Director of Research

Market Outlook, presented by
Raymond J. McCaffrey, CFA® — Chief Investment Officer, Managing Director

Business Transition Planning, presented by
John Churchill — Business Strategist

Tax Planning and Estate Planning, presented by
Garrett C. Spangler, J.D., LL.M. — Director of Wealth Planning
Lisa M. Borrelli, CPA — Wealth Planner