Seminars

Grandfather, grandmother, father carrying son and mother hugging daughter near a lake. 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 

Tuesday,
June 4, 2019
4:00 - 5:00 p.m.

Discussion Group: Wills and Revocable Living Trusts
The strategies that work 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,
June 5, 2019
4:00 - 5:00 p.m.

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

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]

Thursday,
June 6, 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
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]
Wednesday,
June 12, 2019
4:00 - 5:00 p.m.

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

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]
Thursday,
June 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.

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]
Tuesday,
June 18, 2019
4:00 - 5:00 p.m.

Discussion Group: Wills and Revocable Living Trusts 
The strategies that work 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,
June 19, 2019
4:00 - 5:00 p.m.

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

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,
June 19, 2019
5:00 - 6:30 p.m.

Discussion Group: Pulling the Pieces Together:
A comprehensive discussion of your estate planning, tax, financial and health care strategies.

Oxon Hill Community Office 
6089 Oxon Hill Road
Oxon Hill, MD, 20745

Presenter:
Greg J. Pearce, CFP® & Estate Planning Specialist

Victor Emeogo
301.774.6400 ext. 6836
[email protected]
 
Wednesday,
June 26, 2019
4:00 - 5:00 p.m.

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

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]
Thursday,
June 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.

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

Presenter:
Phil Fish, CFP™ & Estate Planning Specialist 

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