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In the following presentations, Phil Fish, CFP an 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.

Assisting Clients Manage Their Day to Day Finances with Paul Orsinger

(38:45 mins.) Join Phil Fish, CFP® and Paul Orsinger as they discuss ways daily money managers’ help clients navigate the complexities of life and work through transitions such as retirement or the illness of a loved one.
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The Myths and Truths of Revocable Living Trusts with Meryl M. Kinard, Esq.

(42:45 mins.) Join Phil Fish, CFP® and Meryl M. Kinard, attorney, as they discuss common trusts and myths surrounding Revocable Living Trusts.
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Tax Developments Affecting Seniors with David De Jong, Esq. CPA with Stein Sperling

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.
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Financial and Estate Planning

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.
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The Role of a Fiduciary – Trustee, Personal Representative and Agent Under Powers of Attorney

Philip Fish, CFP® and Estate Planning Specialist with Sandy Spring Trustoutlines the various Fiduciary roles within a client’s estate planning documents and key issues facing these decision makers.
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Investments

Join Philip Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust in this estate and financial planning discussion as he covers a range of topics with a focus on Investments.
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Taxes

Your tax plan needs to coordinate with your financial and estate plans. Phil Fish, CFP® brings over 30 years of experience in estate and financial planning, discusses Federal and State Estate taxes, the Maryland Inheritance Tax, Traditional and ROTH...
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