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,
Oct. 11, 2018
12:00-2:00 pm

Lunch will be served.

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

Manor Country Club, Salon C
14901 Carrolton Road, Rockville, MD 20853

Presenter: Philip Fish, CFP® and Estate Planning Specialist

Jennifer Cahalane
301.774.6400 ext. 6223
[email protected]

Thursday,
Oct. 18, 2018
12:00-2:00 pm

Lunch will be served.

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

Congressional Country Club
Windsor Room
8500 River Road, Bethesda, MD 20817

Presenter: Philip Fish, CFP® and Estate Planning Specialist

Jennifer Cahalane
301.774.6400 ext. 6223
[email protected]

Thursday,
Oct. 18, 2018
4:00-5:30 pm

Light refreshments served.

Financial Planning: Planning Today for Tomorrow's Uncertainties

Clarksville Community Office
12276 Clarksville Pike, Clarksville, MD 21029

Presenter: Michael Moloney, CFP® and Vice President with Sandy Spring Private Client Group

Erika Clore
301-774-6400 ext. 6698
[email protected]

Tuesday,
Oct. 23, 2018
4:00-5:30 pm

Light refreshments served.

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

Montgomery Village Community Office
9921 Stedwick Road, Gaithersburg, MD 20879

Presenter: Philip Fish, CFP® and Estate Planning Specialist

Jennifer Cahalane
301.774.6400 ext. 6223
[email protected]

Wednesday,
Oct. 24, 2018
4:00-5:30 pm

Light refreshments served.

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

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

Presenter: Philip Fish, CFP® and Estate Planning Specialist

Jennifer Cahalane
301.774.6400 ext. 6223
[email protected]

Wednesday,
Oct. 24, 2018
4:00-5:30 pm

Light refreshments served.

Retirement Planning: Retirement Planning for Employees and Business Owners

Jennifer Road Financial Center
148 Jennifer Road, Annapolis, MD 21401

Presenter: Greg Pearce, CFP® and Vice President with Sandy Spring Private Client Group

Victor Emeogo
301-774-6400 ext. 6836
[email protected]

Thursday,
Nov. 1, 2018
4:00-5:30 pm

Light refreshments served.

Estate & Investment Strategies for Women

Greenbelt Community Office
6329 Greenbelt Road, College Park, MD 20740

Presentor: Cynthia Kuncl, Division Executive, Private Banking 

Victor Emeogo
301-774-6400 ext. 6836
[email protected]