Estate Planning: Turn Documents into a Plan

First United Bank & Trust is partnering with the Law Office of Tregoning & Grossnickle, P.C. to present an estate planning seminar for individuals and families at any stage of life. It will be held Wednesday, May 20, from 6:00 p.m. – 7:30 p.m. at Frederick Wine House, Education Hall, 30 Monocacy Blvd., Frederick, MD.

This session will focus on how wills, powers of attorney, and trusts work together to create a coordinated estate plan. Attendees will gain practical insight into key planning tools and learn how First United Bank & Trust can support their estate plan.

Wine tasting and light refreshments will be served.

Join us for a complimentary seminar on May 20 to learn how we can help you turn documents into a comprehensive plan. 

RSVP to Harrison Robinson hrobinson@MyBank.com or 1-301-696-8394.

Our Presenters:

• Lauren Storm, Wealth Advisor, First United Bank & Trust
• Jacquelyn M. Grossnickle, Esquire, Law Office of Tregoning & Grossnickle, P.C.
• Daniel K. Tregoning, Esquire, Law Office of Tregoning & Grossnickle, P.C.