Financial and Estate Planning Discussion Groups

Couple drinking coffee and looking at their laptop. Sandy Spring Bank Wealth Seminars.

FINANCIAL AND ESTATE PLANNING DISCUSSION GROUPS

VIRTUAL SEMINAR SESSIONS

At Sandy Spring Trust, one of the most important things we provide our clients is timely and professional advice. That is why we are pleased to host this complimentary online discussion that will cover a wide range of critical issues regarding your estate planning, tax, financial and health care plans. Phil Fish, CFP® and Estate Planning Specialist will lead the discussion. Phil has worked at Sandy Spring Bank for the past 20 years and has over 30 years of experience in the Trust, Estate Planning, Financial and Banking industries.

Discussion Topics will include: 

  • Wills and revocable living trusts
  • Financial and medical powers of attorney
  • Managing retirement assets such as IRAs and 401Ks
  • Supporting families during an illness and the loss of a loved one
  • Coordinating clients estate, financial and tax plans
  • Investment strategies in today’s challenging environment
  • Handling estate settlement and probate
  • Using trusts after death to protect your assets and selected family members

Dates and Times

  • A Focus on Protective Trusts
    Tuesday, March 16, 1:00 p.m. - 2:00 p.m. 
    RSVP Online »
  • A Focus on Income, Capital Gains and Estate Taxes
    Tuesday, April 20, 1:00 p.m. - 2:00 p.m.
    RSVP Online » 
  • A Focus on Incapacity Planning
    Tuesday, May 18, 1.00 p.m. - 2:00 p.m.
    RSVP Online »
  • A Focus on Investing in a Low Interest Rate Environment
    Tuesday, June 15, 1.00 p.m. - 2:00 p.m.
    RSVP Online »

Questions are welcome and may be submitted prior to the live event.

This is a virtual webcast discussion group. Recordings of the prior discussions are available on our website if you wish to watch at another time, or if the live event is at capacity.

 

Registration is required for both the live and recorded event.

This event is open to the public. Please share with neighbors, family, friends, and co-workers.

To RSVP or for more information, contact Karen Dempsey:
Call: 301.744.6400 ext. 6994 or Email: [email protected] or click the link to the event.

See what we're doing in response to the COVID-19 pandemic: sandyspringbank.com/update.