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DTSTART:20220127T170000Z
DTEND:20220127T183000Z
LOCATION:Via Zoom
UID:2213420220127T170000ZSignature Sponsor Lunch-and-Learn: Pragmatic Solutions to an Estate Plan 
DTSTAMP:20260428T163517Z
DESCRIPTION:\nAbout the Program:\n Learn strategies to help estate plans work effectively in today's challenging environment. The program will be an open discussion focusing on:\n Selection of fiduciaries; Preparation of fiduciaries; Title of assets Fiduciary management of assets; Incapacity planning; Estate settlement; Testamentary trusts \nAbout the Speaker: Philip Fish, CFP® is the Estate Planning Specialist at Sandy Spring Trust, where he assists clients with transition planning, intergenerational wealth transfers, risk management, estate planning and professional asset management. He has been a financial professional for over 30 years. Mr. Fish is the host of two educational video libraries located at sandyspringbank.com and has worked for Sandy Spring Bank’s Trust Division for the past 21 years. \n \nLogistics:\n There is no cost to participate. Connection and zoom registration details will be emailed just prior to the event.
SUMMARY:Signature Sponsor Lunch-and-Learn: Pragmatic Solutions to an Estate Plan  - EPC of Montgomery County Maryland, Inc. 
PRIORITY:3
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DESCRIPTION:Reminder
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