In the following presentations, Phil Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust shares his 30 plus years of experience.

  • In the seminars, Phil talks about key issues in relation to estate and financial planning.
  • In the Professional Discussion Series, Phil interviews local professionals in the areas of estate planning, tax, finance and health care.

We hope you find these libraries to be a useful resource and invite you to share them with your family and friends.


The Four Ways to Give What you Have to Those you Love with Gail Kahan, Esq.

Join Phil Fish, CFP® and Gail Kahan, Estate Planning Attorney, as they discuss the four ways assets can transfer upon the death of a loved one: Joint ownership, beneficiary designations, Revocable Living Trusts and Wills.

Investing in a Low Interest Rate Environment with Jay Tortona, CFA®, CFP® Sandy Spring Trust

As our clients face some of the lowest interest rates in recent history, they are faced with a real challenge: How to manage their investments during these difficult times. Philip Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust, and...

Negotiation and Dealing with Difficult People with Steven Shapiro, Esq., Resolution Matters, Inc.

Philip Fish, CFP®, Sandy Spring Trust interviews Steven Shapiro with Resolution Matters, Inc. as they discuss the challenging assignment of working through conflict. How can families prevent fractures during stressful times such as the illness or...

To Stay or To Go? The Difficult Choice of Divorce with Erin L. Kopelman, Esq.

In this discussion Phil Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust and Erin talk about one of the most difficult decisions an individual can make: To stay or leave a marriage. Erin is a family lawyer serving clients in...

The Uses and Abuses of Financial Powers of Attorney with Elizabeth Forgotson Goldberg, Esq.

Philip Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust interviews Elizabeth Forgotson Goldberg as they discuss Financial Powers of Attorney and how this vital estate planning document plays such an important role during a client’s...

Advocacy in Health Care. Helping a Client Transition from the Hospital with Mark Asch, Right at Home

In these discussions Phil Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust interviews local professionals in the areas of law, tax, finance and health care on topics focused around helping families navigate through life’s stages...