SPECIAL ADVERTISING SECTION ASK THE EXPERTS Seniors & Aging
What advice would you give to help older adults as they plan for retirement?
Successful aging is a participatory sport. Adults who plan now for their retirement years
have the greatest chance of a successful and rewarding emotional and financial future.
Eat well, exercise often, socialize frequently and make sure your estate asset manage-
ment succession plans are up to date. While no one likes to think about it, physical
and mental decline can happen with or without a plan. It is always better to have one.
Knowing how your hard-earned assets will be managed—and who will manage them—is
an important step toward a successful retirement.
Our professional team of attorneys, certified financial planners and wealth manage-
ment experts provide a wide range of support services for older adults and their families.
As a part of the Sandy Spring Private Client Group, we take a holistic approach to meet-
ing all our clients’ financial needs. Our Trust, Wealth Management and Private Banking
experts seamlessly work together to deliver comprehensive and personalized strategies
for each client to help them reach their goals.
Women have different retirement and investment concerns. What support do you
provide to help women as they prepare for retirement?
We know that, for some time, women have been left out of the investment conversation.
We have been working very hard to change that. Through seminars, private meetings
and community outreach, we are dedicated to supporting and providing women with the
tools they need to make sound financial decisions. Our Wealth Management Team works
together with women to support their unique investment needs, develop strategies to
meet those needs and provide an understanding of the importance of sound estate and
retirement planning. We help women help themselves and their families implement plans
for a safer, financially sound future.
17801 Georgia Ave.,
Olney, MD 20832
Sandy Spring Trust
(L-R) Barbara C. Mulitz, Vice President
Frederic G. Burke, Senior Vice President
Cynthia G. Kuncl, Senior Vice President