Financial & Estate Planning, Business Succession & Year End Tax Planning Seminars
Helping families and businesses navigate through life's transitions.
At Sandy Spring Bank, 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, tax, financial, health care and business succession plans. Michelle Hughes, Wealth Relationship Manager will lead the discussion and answer your questions.
Date and Location
Thursday, June 5th
Begins promptly
12:00 - 1:30 PM
A complimentary lunch will be served
Sandy Spring Bank Olney Headquarters 17801 Georgia Avenue
Olney, MD 20832
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
- 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
Guests are welcome, but seating is limited. Please call or email today to reserve your space.
For more information and to reserve your seat, please contact:
Michelle Hughes
301-774-6400 ext. 5364
mhughes@sandyspringbank.com