(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.
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.
(38 mins). 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.
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.
