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A Free Online Financial and Estate Planning Seminar

Tuesday, October 20, 2020
11:00 a.m. to 12:00 p.m.

Join Philip Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust, as he shares his 30 plus years of experience on Estate and Financial Planning Issues. Phil, who has been a guest speaker of our organization for many years, will discuss practical approaches and solutions on a variety of estate and financial planning topics. We hope you will join us even if you have heard Phil before; and you are welcome to invite others.

Discussion topics will include

  • Managing retirement assets
  • Wills and revocable living trusts
  • Financial and medical powers of attorney
  • Medical Advanced Directives
  • And other financial and estate planning issues relevant in today’s challenging environment.

To register for the live event please click here. Please note your information will be kept in strictest confidence and will not be sold or shared with others.

If you have any questions or topics of interest you’d like discussed, or if you are unable to attend and would like a recording of this session, please email Marlene Bradford at [email protected].