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, investment strategies, and retirement planning, so just choose the date, location and topic that best suits you. Seating is limited, so please reserve your seat today.

Date & Time

Seminar Information

RSVP 

Wednesday,
July 10, 2019
4:00 - 5:00 p.m.

Discussion Group: Wills and Revocable Living Trusts
The strategies that work and common mistakes to avoid.

Burtonsville Community Office
3535 Spencerville Road
Burtonsville, MD 20866

Presenter:
Phil Fish, CFP™ & Estate PlanningSpecialist 

Jennifer Cahalane
301-774-6400 ext. 6223
[email protected]
Thursday,
 July 11, 2019
4:00 - 5:00 p.m.

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

Colesville Community Office
13300 New Hampshire Avenue
Colesville, MD 20904

Presenter:
Phil Fish, CFP™ & Estate Planning Specialist 

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

Monday,
July 15, 2019
12:00 - 2:00 p.m.

Lunch will be served.

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

Sandy spring Bank - Olney Inn Room
17801 Georgia Avenue
Olney, MD 20832

Presenter:
Phil Fish, CFP™ & Estate Planning Specialist 

Jennifer Cahalane
301-774-6400 ext. 6223
[email protected]
Tuesday,
July 16, 2019
4:00 - 5:00 p.m.

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

Ashton Community Office
1 Ashton Road
Ashton, MD 20861

Presenter:
Phil Fish, CFP™ & Estate Planning Specialist 

Jennifer Cahalane
301-774-6400 ext. 6223
[email protected]
Wednesday,
July 17, 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.

Layhill Community Office
14241 Layhill Road
Aspen Hill, MD 20906

Presenter:
Phil Fish, CFP™ & Estate Planning Specialist 

Jennifer Cahalane
301-774-6400 ext. 6223
[email protected]
Wednesday,
July 24, 2019
4:00 - 5:00 p.m.

Discussion Group: Wills and Revocable Living Trusts
The strategies that work and common mistakes to avoid.

Wildwood Community Office
10329 Old Georgetown Road
Bethesda, MD 20814

Presenter:
Phil Fish, CFP™ & Estate PlanningSpecialist 

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

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

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]
Tuesday,
July 30, 2019
4:00 - 5:00 p.m.

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

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]
Wednesday,
July 31, 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.

Bethesda Community Office
7550 Wisconsin Avenue
Bethesda, MD 208

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.