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:
Elaine Davis, ekdavis@sandyspringtrust.com, 301.774.6400 x5674.
| Date & Time | Topic | Location | Presenter | Register |
|---|---|---|---|---|
| Wednesday, September 18, 2024 4:30pm - 6:00pm ET | 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 - 1:30pm ET | Financial & Estate Planning Discussion | Dutch's Daughter 581 Himes Avenue Frederick, MD 21703 Directions » | Joyce Feghali Trust Relationship Manager | Register » |
| Thursday, October 10, 2024 12:00pm - 1:30pm ET | Financial & Estate Planning Discussion | Sandy Spring Bank Alexandria Branch 115 N Washington St Alexandria, VA 22314 Directions » | Michelle Hughes Estate Planning Specialist | Register » |
| Wednesday, November 13, 2024 4:30pm - 6:00pm ET | Year End Tax Planning | Sandy Spring Bank Towson Financial Center 502 Washington Ave Suite 103 Towson, MD 21204 Directions » | Greg Pearce CERTIFIED FINANCIAL PLANNER™ | Register » |
| Thursday, November 14, 2024 12:00pm - 1:30pm ET | Financial & Estate Planning Discussion | Sandy Spring Bank Rockville Financial Center Rock Creek Conference Room 611 Rockville Pike Rockville, MD 20852 Directions » | Michelle Hughes Estate Planning Specialist | Register » |