Financial & Estate Planning, Business Succession & Year End Tax Planning Seminars
Helping families and businesses 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, healthcare and business succession plans. Our private client advisors, will lead the discussion and answer your questions.
Guests are welcome, but seating is limited. Please reserve your space. Light refreshments will be served.
Discussion Topics
- Wills and revocable living trusts
- Managing retirement assets such as IRAs and 401(k)s
- Supporting families during an illness and the loss of a loved one
- Coordinating client 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:
Elaine Davis, ekdavis@sandyspringtrust.com, 301.774.6400 x5674.
| Date & Time | Topic | Location | Presenter | Register |
|---|---|---|---|---|
| Date & Time Thursday, March 20, 2025 4:30pm - 6:00pm ET | Topic Financial & Estate Planning Discussion | Location Sandy Spring Bank Wildwood Branch 10329 Old Georgetown Road Bethesda MD 20814 Directions » | Presenter Michelle Hughes Estate Planning Specialist | Register Register » |