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 and answer your questions. 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
All live sessions will run from 11:00 a.m. - 12:00 p.m.

Tuesday, September 15   RSVP Online »
Tuesday, October 13    RSVP Online »
Tuesday, November 10  RSVP Online »
Tuesday, December 8  RSVP Online »

This is a virtual webcast discussion group. A recording of the prior month’s discussion will be available 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.

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