Join Phil Fish, CFP® and Drs. Donna and David Gage with BMC Associates as they discuss the various challenges of having a business partnership with two or more owners.
Join Phil Fish, CFP® and Ann Mitchell, the President of Montgomery Hospice and Prince George’s Hospice as they talk about the role Hospice plays in helping families within our Community.
Philip Fish, CFP® and Victoria Kelly, Estate Planning attorney, as they discuss the many negative events that can occur if an individual does not establish a strong estate plan.
A Real Life Matters Discussion Series. In this Professional Discussion Philip Fish, CFP® and Steve Elville, Esq. as they discuss various issues surrounding planning for a family member with special needs.
Join Phil Fish, CFP® and Morris Klein, Esq. as they uncover many of the myths and truths surrounding Medicaid’s ability to cover long-term care expenses.
Phil Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust and David De Jong, Esq. CPA as they discuss a number of important tax issues that affect seniors.
Phil Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust shares his over thirty years of experience as he provides a broad overview of important issues to consider in your financial and estate plans.
Philip Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust outlines the different ways Sandy Spring Trust assists our clients with their estate and financial plans.
