Wealth Seminars

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
Thursday, December 1, 2022 12:00pm - 2:00pm Sandy Spring Bank
Olney Inn Room
17801 Georgia Avenue
Olney, MD 20832
Directions »
Phil Fish, CFP®
Estate Planning Specialist

Register »

Thursday, December 15, 2022 12:00pm - 2:00pm The Warehouse
214 King Street
Alexandria, VA 22314
Directions »
Jen Stover
Private Client Advisor

Register »

Tuesday, January 24, 2023 12:00pm - 1:30pm Sandy Spring Bank
Bethesda Branch
7550 Wisconsin Avenue
Bethesda, MD 20814
Directions »
Phil Fish, CFP®
Estate Planning Specialist
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 Sandy Spring Bank
6831 Benjamin Franklin Drive
Columbia, MD 21046
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 »