Financial And Estate Planning Discussion Groups
Helping families 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 lunch will be served. 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:
Amanda Gillispie 301.774.6400 ext.5169, [email protected].
| Date | Time | Location | Presenter | Register |
|---|---|---|---|---|
| Wednesday, February 22, 2023 | 12:00pm - 1:30pm | Sandy Spring Bank Shady Grove Branch 14941 Shady Grove Road Rockville, MD 20850 Directions » |
Phil Fish, CFP® Estate Planning Specialist |
Register » |
| Tuesday, March 7, 2023 | 12:00pm - 2:00pm | Sandy Spring Bank 6831 Benjamin Franklin Drive Columbia, MD 21046 Directions » |
Lauren Storm Private Client Advisor |
Register » |
| Tuesday, March 14, 2023 | 12:00pm - 2:00pm | Dutch's Daughter 581 Himes Avenue Frederick, MD 21703 Directions » |
Lauren Storm Private Client Advisor |
Register » |
| Thursday, March 23, 2023 | 12:00pm - 1:30pm | Sandy Spring Bank Olney Inn Room 17801 Georgia Avenue Olney, MD 20832 Directions » |
Phil Fish, CFP® Estate Planning Specialist |
Register » |