Wealth Seminars

Financial & Estate Planning, Business Succession & Year End Tax Planning Seminars 

Helping families and businesses navigate through life's transitions. At Sandy Spring Trust, one of the most important things we provide our clients is timely and professional advice. That is why we are pleased to host this complimentary discussion that will cover a wide range of critical issues regarding your estate planning, tax, financial, health care and business succession plans. Our private client advisors, will lead the discussion and answer your questions.

Guests are welcome, but seating is limited. A complimentary food will be served. Select the day and seminar works best for you. Please reserve your space.


Discussion Topics

  • Wills and revocable living trusts
  • Financial and medical powers of attorney
  • Managing retirement assets such as IRAs and 401Ks
  • Supporting families during an illness and the loss of a loved one
  • Coordinating clients estate, financial and tax plans
  • Business succession plans
  • Investment strategies in today’s challenging environment
  • Handling estate settlement and probate
  • Using trusts after death to protect your assets and selected family members

For more information and to reserve your seat, please contact your branch representative or:
Joyce Feghali, 301.774.6400 ext. 6994, JFeghali@sandyspringtrust.com.

Date & Time Topic Location Presenter Register
Tuesday, March 5, 2024
12:00pm - 2:00pm
Financial & Estate Planning Discussion Dutch's Daughter
581 Himes Avenue
Frederick, MD 21703
Directions »
Lauren Storm
Private Client Advisor
Register »

Tuesday, March 13, 2024
4:30pm - 6:00pm

Financial & Estate Planning Discussion Sandy Spring Bank
Jennifer Road Financial Center
148 Jennifer Rd, Annapolis, MD 21401
Directions »
Greg Pearce
CERTIFIED FINANCIAL PLANNER™
 
Register »
Wednesday, March 14, 2024
12:00pm - 1:30pm
 
Financial & Estate Planning Discussion Sandy Spring Bank
Fair Lakes Branch
12735 Shoppes Lane
Fairfax, VA 22033
Directions »
 
Michelle Hughes
Estate Planning Specialist
Register »
Thursday, April 18, 2024
12:00pm - 1:30pm
Financial & Estate Planning Discussion

Sandy Spring Bank
Rockville Branch
611 Rockville Pike
1st Floor Conference Room
Rockville, MD 20852
Directions »

Michelle Hughes
Estate Planning Specialist
Register »
Wednesday, May 15, 2024
4:00pm - 5:30pm 
Business Succession Planning Sandy Spring Bank
Towson Financial Center
502 Washington Avenue
Ste 200
Towson, MD 21204
Greg Pearce
CERTIFIED FINANCIAL PLANNER™
Register »

Wednesday, September 18, 2024
4:30pm - 6:00pm

Business Succession Planning Sandy Spring Bank
Jennifer Road Financial Center
148 Jennifer Rd, Annapolis, MD 21401
Directions »
Greg Pearce
CERTIFIED FINANCIAL PLANNER™
Register »
Tuesday, October 8, 2024
12:00pm - 2:00pm
Financial & Estate Planning Discussion Dutch's Daughter
581 Himes Avenue
Frederick, MD 21703
Directions »
Lauren Storm
Private Client Advisor
Register »
Wednesday, November 13, 2024
4:30pm - 6:00pm
Year End Tax Planning Sandy Spring Bank
Jennifer Road Financial Center
148 Jennifer Rd, Annapolis, MD 21401
Directions »
Greg Pearce
CERTIFIED FINANCIAL PLANNER™
Register »