Seminars

Man, women child fishing. Sandy Spring Seminars

Seating is limited. Please contact us today to reserve your space.

Date & Time

Seminar Information

RSVP 

Thursday,
Feb. 21, 2019
4:00-5:00 p.m..

Discussion Group: Retirement Plans
The tax consequences of various options, and efficient transfers to family members.

East Gude Community Office
1601 E Gude Dr., Rockville, MD 20850

Presentor:
Phil Fish, CFP™ & Estate Planning Specialist   

Jennifer Cahalane
301-774-6400 ext. 6223
[email protected]
Monday,
Feb. 25, 2019
4:00-5:00 p.m.

Discussion Group: Wills Vs. Trusts 
Estate planning—the strategies that work and common mistakes to avoid.

Rockville Community Office
611 Rockville Pike, Rockville, MD 20852

Presentor:
Phil Fish, CFP™ & Estate Planning Specialist  

Note: This is rescheduled from February 20, 2019.

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

Tuesday,
Feb. 26, 2019
4:00-5:00 p.m.

Discussion Group: The Myths and Truths of Investments
Estate planning—the strategies that work and common mistakes to avoid.

Olney Community Office
17801 Georgia Ave., Olney, MD 20832

Presentor:
Phil Fish, CFP™ & Estate Planning Specialist  

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

Wednesday,
Feb. 27, 2019
4:00-5:00 p.m.

Discussion Group: Protective Trusts for Loved Ones
Trust options that protect family members, and potential risks to an inheritance.

Leisure World Community Office
3801 International Dr., Ste. 100, Silver Spring, MD 20906

Presentor:
Phil Fish, CFP™ & Estate Planning Specialist 

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

Monday,
Mar. 4, 2019
12:00-2:00 p.m.

*A complimentary lunch begins at noon.

Comprehensive Review of Your Financial & Estate Plans
Estate planning—the strategies that work and common mistakes to avoid.

Olney Headquarters - Olney Inn Room
17801 Georgia Ave., Olney, MD 20832

Presentor:
Phil Fish, CFP™ & Estate Planning Specialist  

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

Wednesday,
Mar. 6, 2019
12:00-1:30 p.m.

*A complimentary lunch begins at noon.

Estate & Investment Strategies in Today's Challenging World
How to prevent a loss of control over your affairs, assets and legacy

Ciao Osteria
14115 St. Germain Drive, Centreville, VA 20121

Presentor
Deb Spinetta, Vice President and Senior Trust Client Advisor

Amanda Gillespie
410.266.3000 ext. 5169
[email protected]
 

Wednesday,
Mar. 6, 2019
4:00 - 5:00 p.m.

 

Discussion Group: Wills Vs. Trusts 
Estate planning—the strategies that work and common mistakes to avoid.

Ashton Community Office
1 Ashton Road, Ashton, MD 20861

Presentor:
Phil Fish, CFP™ & Estate Planning Specialist 

Jennifer Cahalane
301-774-6400 ext. 6223
[email protected]
Thursday,
Mar. 7, 2019
4:00 - 5:00 p.m.

Discussion Group: Retirement Plans
The tax consequences of various options, and efficient transfers to family members.

Layhill Community Office
14241 Layhill Road, Aspen Hill, MD 20906

Presentor:
Phil Fish, CFP™ & Estate Planning Specialist 

Jennifer Cahalane
301-774-6400 ext. 6223
[email protected]
Tuesday,
March 12, 2019
4:00 - 5:00 p.m.

Discussion Group: Myths and Truths of Investing
Common misconceptions and key facts everyone should know.

Burtonsville Community Office
3535 Spencerville Road, Burtonsville, MD 20866

Presentor:
Phil Fish, CFP™ & Estate Planning Specialist 

Jennifer Cahalane
301-774-6400 ext. 6223
[email protected]
Wednesday,
March 13, 2019
12:00-1:30 p.m.

Estate & Investment Strategies in Today's Challenging World
How to prevent a loss of control over your affairs, assets and legacy

Army Navy Country Club
1700 Army Navy Drive, Arlington, VA 22202

Presentor
Jennifer C. Owen, CFP® and Vice President with Sandy Spring Private Client Group

Amanda Gillespie
410.266.3000 ext. 5169
[email protected]
Wednesday,
March 13, 2019
4:00 - 5:00 p.m.

Discussion Group: Protective Trusts for Loved Ones
Trust options that protect family members, and potential risks to an inheritance.

Colesville Community Office
13300 New Hampshire Avenue, Silver Spring, MD 20904

Presentor:
Phil Fish, CFP™ & Estate Planning Specialist 

Jennifer Cahalane
301-774-6400 ext. 6223
[email protected]
Wednesday,
March 20, 2019
12:00 - 1:30 p.m.

Estate & Investment Strategies in Today's Challenging World
How to prevent a loss of control over your affairs, assets and legacy

The Tower Club Tysons Corner
8000 Towers Crescent Drive, Suite 1700, Vienna, VA 22182

Presentor
Deb Spinetta, Vice President and Senior Trust Client Advisor

Amanda Gillespie
410.266.3000 ext. 5169
[email protected]
Wednesday,
March 20, 2019
4:00 - 5:00 p.m.

Discussion Group: Wills Vs. Trusts 
Estate planning—the strategies that work and common mistakes to avoid.

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

Presentor:
Phil Fish, CFP™ & Estate Planning Specialist 

Jennifer Cahalane
301-774-6400 ext. 6223
[email protected]
Thursday,
March 21, 2019
4:00 - 5:00 p.m.

Discussion Group: Retirement Plans
The tax consequences of various options, and efficient transfers to family members.

Bethesda Community Office
7550 Wisconsin Avenue, Bethesda, MD 20814

Presentor:
Phil Fish, CFP™ & Estate Planning Specialist 

Jennifer Cahalane
301-774-6400 ext. 6223
[email protected]
Tuesday,
March 26, 2019
4:00 - 5:00 p.m.

Discussion Group: Myths and Truths of Investing
Common misconceptions and key facts everyone should know.

Wildwood Community Office
10329 Old Georgetown Road, Bethesda, MD 20814

Presentor:
Phil Fish, CFP™ & Estate Planning Specialist 

Jennifer Cahalane
301-774-6400 ext. 6223
[email protected]
Wednesday,
March 27, 2019
12:00 - 1:30 p.m.

Estate & Investment Strategies in Today's Challenging World
How to prevent a loss of control over your affairs, assets and legacy

The Tower Club Tysons Corner
8000 Towers Crescent Drive, Suite 1700, Vienna, VA 22182

Presentor
Jennifer C. Owen, CFP® and Vice President with Sandy Spring Private Client Group

Amanda Gillespie
410.266.3000 ext. 5169
[email protected]
Wednesday,
March 27, 2019
4:00 - 5:00 p.m.

Discussion Group: Protective Trusts for Loved Ones
Trust options that protect family members, and potential risks to an inheritance.

Potomac Community Office
9812 Falls Road, Potomac, MD 20854

Presentor:
Phil Fish, CFP™ & Estate Planning Specialist 

Jennifer Cahalane
301-774-6400 ext. 6223
[email protected]
Wednesday,
March 28, 2019
12:00 - 1:30 p.m.

Comprehensive Review of Your Financial & Estate Plans
Estate planning—the strategies that work and common mistakes to avoid.

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

Presentor:
Phil Fish, CFP™ & Estate Planning Specialist  

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