Seminars

Family laughing and hugging while sitting on a couch. Sandy Spring Bank Wealth Seminars.

At Sandy Spring Bank, we strive to provide our clients with leading-edge information and actionable knowledge to enhance financial success. We are pleased to present a series of complimentary seminars hosted by our trusted advisors to assist you in planning for a financially secure future.

Our open discussions cover a wide range of subjects, including estate planning and execution, investment strategies, retirement planning, settling an estate, and using trusts after death to protect assets. Choose the date and location that best suits you. Space is limited, so please reserve your seat today.

Date & Time

Seminar Information

RSVP 

Wednesday,
November 13, 2019
4:00-5:00 p.m.

Financial and Estate Planning Discussion Group
Estate and financial planning strategies, and common mistakes to avoid.

Potomac Community Office
9812 Falls Road
Potomac, MD 20854

Presenter:
Phil Fish, CFP™ & Estate Planning Specialist

Jennifer Cahalane
301-774-6400 ext. 6223
[email protected]
Thursday,
November 14, 2019
4:00-5:00 p.m.

Financial and Estate Planning Discussion Group
Estate and financial planning strategies, and common mistakes to avoid.

Shady Grove Community Office
14941 Shady Grove Road
Rockville, MD 20850

Presenter:
Phil Fish, CFP™ & Estate Planning Specialist

Jennifer Cahalane
301-774-6400 ext. 6223
[email protected]

Thursday,
November 21, 2019
12:00-2:00 p.m.

Lunch served at noon.

Financial and Estate Planning Discussion Group
Estate and financial planning strategies, and common mistakes to avoid.

Lakewood Country Club / 59 Room
13901 Glen Mill Road
Rockville MD 20850

Presenter:
Phil Fish, CFP™ & Estate Planning Specialist

Jennifer Cahalane
301-774-6400 ext. 6223
[email protected]

 

Seminar material is provided solely for educational purposes and is not intended to constitute tax, legal or accounting advice, or a recommendation for any particular transaction.