Discover a proactive approach to life's transitions and challenges. Phil Fish, CFP and Estate Planning Specialist at Sandy Spring Bank, will bring his 28 years of experience to our discussion group covering a wide range of topics. Discussion topics will include: Preparing Your Estate Plan, Common Mistakes in Titling of Assets, Easing the Burden on Loved Ones and Settling an Estate.
Congressional Country Club
8500 River Road
Bethesda, MD 20817
This event is complimentary and lunch will be served. To RSVP please call Marlene Bradford at 301.921.4401 ext. 146 or email email@example.com.