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 

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]
Thursday,
March 28, 2019
12:00 - 2:00 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]
Wednesday,
April 3, 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

River Creek Country Club
43800 Olympic Boulevard, Leesburg, VA 20176
 

Presentor
Deb Spinetta, Vice President and Senior Trust Client Advisor

Amanda Gillespie
410.266.3000 ext. 5169
[email protected]
Wednesday,
April 3, 2019
4:00 - 6:00 p.m.

Pulling the Pieces Together:
A comprehensive discussion of your estate planning, tax, financial and heal care strategies

Annapolis Financial Center
148 Jennifer Road, Annapolis, MD 21401

Presentor
Greg J. Pearce, MBA, CFP®, ChFC®, AEP®, Estate Planning Specialist of Sandy Spring Trust

Victor Emeogo
301.774.6400 ext.6836
[email protected]
Tuesday,
April 9, 2019
4:00 - 5:00 p.m.

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

Airport Community Office
7653 Lindbergh Drive, Gaithersburg, MD 20879

Presentor:
Phil Fish, CFP® & Estate Planning Specialist 

Jennifer Cahalane
301-774-6400 ext. 6223
[email protected]
Wednesday,
April 10, 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

City Club of Washington, D C.
555 13th Street NW, Washington, D.C. 20004

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

Amanda Gillespie
410.266.3000 ext. 5169
[email protected]
Wednesday,
April 10, 2019
4:00 - 5:00 p.m.

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

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

Presentor:
Phil Fish, CFP® & Estate Planning Specialist 

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

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

Milestone Community Office
20930 Frederick Road, Germantown, MD 20876

Presentor:
Phil Fish, CFP® & Estate Planning Specialist 

Jennifer Cahalane
301-774-6400 ext. 6223
[email protected]
Thursday,
April 18, 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.

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

Presentor:
Phil Fish, CFP™ & Estate Planning Specialist 

Jennifer Cahalane
301-774-6400 ext. 6223
[email protected]
Tuesday,
April 23, 2019
4:00 - 5:00 p.m.

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

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

Presentor:
Phil Fish, CFP® & Estate Planning Specialist 

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

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

Rockville Community Office
611 Rockville Pike, Rockville, MD 20852

Presentor
Phil Fish, CFP® & Estate Planning Specialist 

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

Monday,
April 29, 2019
12:00 - 2:00 p.m.

Light refreshments will be served.

Planning Today for Tomorrow's Uncertainties
Making confident, educated decisions to protect your financial independence

Frederick Financial Center
30 West Patrick Street, Frederick, MD 21701

Presentor:
Michael Moloney, CFP®

Erika Clore
301.774.6400 ext. 6698
[email protected]
Tuesday,
April 30, 2019
4:00 - 5:00 p.m.

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

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

Presentor:
Phil Fish, CFP® & Estate Planning Specialist 

Jennifer Cahalane
301-774-6400 ext. 6223
[email protected]
Wednesday,
May 1, 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.

Olney Community Office
17801 Georgia Avenue, Olney, MD 20832

Presentor:
Phil Fish, CFP® & Estate Planning Specialist 

Jennifer Cahalane
301-774-6400 ext. 6223
[email protected]
Wednesday,
May 1, 2019
4:00 - 6:00 p.m.

Planning Today for Tomorrow's Uncertainties
Making confident, educated decisions to protect your financial independence

Fulton Community Office
8315 Ice Crystal Drive, Laurel, MD 20723

Presentor:
Michael Moloney, CFP®

Erika Clore
301.774.6400 ext. 6698
[email protected]
Thursday,
May 2, 2019
4:00 - 6:00 p.m.

Planning Today for Tomorrow's Uncertainties
Making confident, educated decisions to protect your financial independence

Clarksville Community Office
12276 Clarksville Pike, Clarksville, MD 21029

Presentor:
Michael Moloney, CFP®

Erika Clore
301.774.6400 ext. 6698
[email protected]
Monday,
May 6, 2019
12:00 - 2:00 p.m.

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

Presentor:
Phil Fish, CFP® & Estate Planning Specialist 

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