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.


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The Challenges of Having Business Partners with Drs. Donna and David Gage

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.

Why Estate Planning is so Important for Young Adults with Lindsey Sarowitz, Esq.

Join Phil Fish, CFP® as they discuss the importance of incapacity and estate planning for young adults. 50 min. length.

How Hospice Supports Families and the Community with Ann Mitchell

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.

Senior Living Options 101 with Oasis Senior Advisors

In this Professional Discussion Philip Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust interviews Tracy Skalitzky and Tarik Marshall with Oasis Senior Advisors.

Estate Planning and What Happens When You Don’t With Victoria Kelly, Esq.

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.

Estate Planning Fundamentals for Individuals with Special Needs. Presented by Steve Elville, Esq. with Elville and Associates, P.C.

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.

The Myths and Truths of Medicaid Paying for Long-Term Care with Morris Klein, Esq.

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.

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.

The Pandemic’s Impact to Individuals’ Mental Health with Beth Albaneze, House Calls

In this Professional Discussion Philip Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust interviews Beth Albaneze who is a Certified Therapeutic Recreation Specialist® and a Certified Psychiatric Rehabilitation Practitioner.

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.