Wealth Registration Form For Phil Fish In Person Seminars

Phil Fish CFP^® and Estate Planning Specialist

Check the date and location you want to attend:

Date, Time, and Location

Tuesday, June 6, 2023, 12pm-2pm, Business Succession Seminar

Location: Manor Country Club, 14901 Carrolton Road, Rockville, MD 20853

Thursday, June 22, 2023, 12pm-2pm, Estate Planning Seminar

Location: Sandy Spring Bank, 611 Rockville Pike, 1st Floor Conference Room, Rockville, MD 20852

Tuesday, July 18, 2023, 12pm-1:30pm, Estate Planning Seminar

Location: Sandy Spring Bank, Bethesda Branch, 7550 Wisconsin Avenue, Bethesda, MD 20814,

Wednesday, August 23, 2023, 12pm-1:30pm, Estate Planning Seminar

Location: Sandy Spring Bank, Shady Grove Branch, 14941-A Shady Grove Road, Rockville, MD 20850

Thursday, September 21, 2023, 12pm-1:30pm, Estate Planning Seminar

Location: Sandy Spring Bank, 611 Rockville Pike, 1st Floor Conference Room, Rockville, MD 20852

Tuesday, October 17, 2023, 12pm-1:30pm, Estate Planning Seminar

Location: Sandy Spring Bank, Bethesda Branch, 7550 Wisconsin Avenue, Bethesda, MD 20814,

Wednesday, November 15, 2023, 12pm-1:30pm, Estate Planning Seminar

Location: Sandy Spring Bank, Shady Grove Branch, 14941-A Shady Grove Road, Rockville, MD 20850

Thursday, December 14, 2023, 12pm-1:30pm, Estate Planning Seminar

Location: Sandy Spring Bank, 611 Rockville Pike, 1st Floor Conference Room, Rockville, MD 20852

Will you be bringing a guest?

Yes

No

How did you hear about us? (Please let us know if a Sandy Spring Bank employee, branch, social media or email suggested this seminar or discussion.)