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,
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

Presenter:
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

Presenter:
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

Presenter:
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

Presenter:
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

Presenter:
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

Presenter:
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

Presenter:
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

Presenter:
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

Presenter:
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

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.

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]