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The Sandy Spring Way

Sandy Spring Trust School

January 3rd, 2012 | By Sandy Spring Bank

Providing you with leading-edge information that can protect your family, while managing your assets, is one of the ways Sandy Spring Bank can best serve you.

That’s why we are pleased to host Sandy Spring Trust School − a Free series of classes designed to help you with your financial, tax, and estate planning strategies. These discussions will be led by Philip W.S. Fish, a CERTIFIED FINANCIAL PLANNER™ and Estate Planning Specialist with Sandy Spring Trust. Phil has over 23 years experience in the investment, banking and trust services industry.

  • January — Strategies to protect your family and manage your assets
    An overview of 10 core strategies to protect your family and manage your assets.
  • February — Incapacity Planning
    Protecting your assets and family during an illness: Powers of Attorney, Medical Advance Directives and Revocable Living Trusts.
  • March — Business Planning
    Keys to protecting your business: Business succession planning, business banking, lending and insurance strategies.
Sandy Spring Bank
6560 Mercantile Drive, Frederick, MD
Monday — 4:00 pm to 5:30 pm
January 9, February 6, March 5
Sandy Spring Bank
2nd Floor Conference Room
611 Rockville Pike, Rockville
Thursday — 2:30 pm – 4:00 pm
January 12, February 9, March 8
The Women’s Club of Chevy Chase
7931 Connecticut Avenue, Chevy Chase
Tuesday — 10:30 am – 12:00 noon
January 10, February 7, March 6
Sandy Spring Bank
Olney Inn Room
17801 Georgia Avenue, Olney
Thursday — 6:30 pm – 8:00 pm
January 12, February 9, March 8
Sandy Spring Bank
3535 Spencerville Road, Burtonsville
Wednesday — 4:00 pm – 5:30 pm
January 11, February 8, March 7

For more information or to reserve your seat, please contact:
Tanganika Chen
301.774.6400 ext. 6375
[email protected]