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 and execution, investment strategies, retirement planning, settling an estate, and using trusts after death to protect assets. Choose the date and location that best suits you. Space is limited, so please reserve your seat today.

Date & Time

Seminar Information

RSVP 

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]

Thursday,
August 1, 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.

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

Presenter:
Phil Fish, CFP™ & Estate Planning Specialist 

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

Tuesday,
September 24, 2019
4:00 - 5:00 p.m.

Financial and Estate Planning Discussion Group
Estate and financial planning strategies, and common mistakes to avoid.

Milestone Community Office
20930 Frederick Road
Germantown, MD 20876

Presenter:
Phil Fish, CFP™ & Estate Planning Specialist 

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

Financial and Estate Planning Discussion Group
Estate and financial planning strategies, and common mistakes to avoid.

Montgomery Village Community Office
9921 Stedwick Road
Montgomery Village, MD 20886

Presenter:
Phil Fish, CFP™ & Estate Planning Specialist

Jennifer Cahalane
301-774-6400 ext. 6223
[email protected]
Wednesday,
October 2, 2019
4:00-5:00 p.m.

Financial and Estate Planning Discussion Group
Estate and financial planning strategies, and common mistakes to avoid.

Airpark Community Office
7653 Lindbergh Drive
Gaithersburg, MD 20879

Presenter:
Phil Fish, CFP™ & Estate Planning Specialist

Jennifer Cahalane
301-774-6400 ext. 6223
[email protected]ngtrust.com
Thursday,
October 3, 2019
4:00-5:00 p.m.

Financial and Estate Planning Discussion Group
Estate and financial planning strategies, and common mistakes to avoid.

Gaithersburg Square Community Office
484 North Frederick Avenue
Gaithersburg, MD 20877

Presenter:
Phil Fish, CFP™ & Estate Planning Specialist

Jennifer Cahalane
301-774-6400 ext. 6223
[email protected]
Tuesday,
October 8, 2019
4:00-5:00 p.m.

Financial and Estate Planning Discussion Group
Estate and financial planning strategies, and common mistakes to avoid.

East Gude Community Office
1601 East Gude Drive
Rockville, MD 20850

Presenter:
Phil Fish, CFP™ & Estate Planning Specialist

Jennifer Cahalane
301-774-6400 ext. 6223
[email protected]
Thursday,
October 10, 2019
4:00-5:00 p.m.

Financial and Estate Planning Discussion Group
Estate and financial planning strategies, and common mistakes to avoid.

Olney Community Office
17801 Georgia Avenue
Olney, MD 20832

Presenter:
Phil Fish, CFP™ & Estate Planning Specialist

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

Financial and Estate Planning Discussion Group
Estate and financial planning strategies, and common mistakes to avoid.

Leisure World Community Office
3801 International Drive #100
Silver Spring, MD 20906

Presenter:
Phil Fish, CFP™ & Estate Planning Specialist

Jennifer Cahalane
301-774-6400 ext. 6223
[email protected]
Thursday,
October 17, 2019
4:00-5:00 p.m.

Financial and Estate Planning Discussion Group
Estate and financial planning strategies, and common mistakes to avoid.

Rockville Community Office
611 Rockville Pike
Rockville, MD 20852

Presenter:
Phil Fish, CFP™ & Estate Planning Specialist

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

Monday,
October 21, 2019
12:00-2:00 p.m.

Lunch served at noon

Financial and Estate Planning Discussion Group
Estate and financial planning strategies, 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]
Wednesday,
October 23, 2019
4:00-5:00 p.m.

Financial and Estate Planning Discussion Group
Estate and financial planning strategies, and common mistakes to avoid.

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]
Thursday,
October 24, 2019
4:00-5:00 p.m.

Financial and Estate Planning Discussion Group
Estate and financial planning strategies, and common mistakes to avoid.

Burtonsville Community Office
3535 Spencerville Road
Burtonsville, MD 20866

Presenter:
Phil Fish, CFP™ & Estate Planning Specialist

Jennifer Cahalane
301-774-6400 ext. 6223
[email protected]
Tuesday,
October 29, 2019
4:00-5:00 p.m.

Financial and Estate Planning Discussion Group
Estate and financial planning strategies, and common mistakes to avoid.

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]
Wednesday,
October 30, 2019
4:00-5:00 p.m.

Financial and Estate Planning Discussion Group
Estate and financial planning strategies, and common mistakes to avoid.

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,
November 6, 2019
4:00-5:00 p.m.

Financial and Estate Planning Discussion Group
Estate and financial planning strategies, and common mistakes to avoid.

Bethesda Community Office
7550 Wisconsin Avenue
Bethesda, MD 20814

Presenter:
Phil Fish, CFP™ & Estate Planning Specialist

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

Financial and Estate Planning Discussion Group
Estate and financial planning strategies, and common mistakes to avoid.

Wildwood Community Office
10329 Old Georgetown Road
Bethesda, MD 20814

Presenter:
Phil Fish, CFP™ & Estate Planning Specialist

Jennifer Cahalane
301-774-6400 ext. 6223
[email protected]
Wednesday,
November 13, 2019
4:00-5:00 p.m.

Financial and Estate Planning Discussion Group
Estate and financial planning strategies, and common mistakes to avoid.

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]
Thursday,
November 14, 2019
4:00-5:00 p.m.

Financial and Estate Planning Discussion Group
Estate and financial planning strategies, and common mistakes to avoid.

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]

Thursday,
November 21, 2019
12:00-2:00 p.m.

Lunch served at noon.

Financial and Estate Planning Discussion Group
Estate and financial planning strategies, and common mistakes to avoid.

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

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.