The Baltimore County Alumnae Chapter of Delta Sigma Theta Sorority, Inc. is hosting an Virtual Estate Planning Webinar on Thursday, April 3, 2025 at 7pm, presented by Shari Fleming. The purpose of the program is to provide participants with an understanding of estate planning tools and an awareness of items that should be considered when creating an estate plan. This event is FREE and open to the public. Register today!

National Estate Planning Awareness Week is October 21-27, 2024. In honor of the event, MPT invites you to join estate planning expert Shari Fleming for a discussion of the importance of estate planning and the tools necessary to get started.

On Tuesday, October 22 at 10:00am, you’ll learn about the beneficiary designations, life estate deeds, a last will & testament, durable power of attorney, advanced medical directive, trusts, and the importance of planned giving.  In this free webinar, Shari will walk you through the process of creating an estate plan and planting your legacy garden.

Join us for a discussion with Shari on October 22 and be inspired to create the legacy that is right for you.

Register Today!

Gift planners rarely have an opportunity to understand the mechanics behind receiving a realized planned gift. The goal of this presentation is to help all gift planners, with varying levels of experience, to understand how nuanced estate planning and estate administration can be, so they are in the best position to support donors who desire to give a planned gift.

Shari will be hosting a private estate planning informational for a the Making Money Moves Connect at the TAB. Stay tuned for public workshops!

On Monday, June 20, 2022, Shari will be participating in a Juneteenth virtual summit and will be discussing Legacy Planning through Living Trusts at the 12:45pm session.

Hosted by Pathways To Excellence and the Greater Maryland Chapter of the National Black MBA Association, the All Black Everything series brings together community organizations and leaders to advance goal attainment among underserved communities, through impactful resources and programming.

The day will begin with an empowering message to challenge attendees to create generational wealth through personal finance management, real estate, or entrepreneurship. Participants will choose from breakouts, offered at basic and advanced levels, in each of these focus areas. The summit will end with an advanced main stage presentation, and charge to action.

Registration is required.

We’re back at it tonight!!! Join us, on Facebook Live, as we connect with @thecaregiversfriend and her crew to discuss Long Term Care Planning. You may have to join the private group for access.

#OurLegacyMatters
#LongTermCarePlanning
#FinancialPlanning

Kisha Brown of Justis Connection and Dana L. Wilson of CHIP have teamed up for an ongoing series called "Fundamentals To Building and Preserving Wealth."

During this bi-monthly series, you will hear from Financial Advisors & Estate Planning Attorneys from our platforms who want to share critical tips to help you prepare the legacy you envision.

See you there and bring a friend!

Shari will be meeting with a group of men of color for to engage in necessary conversation about legacy, so they can show up as better husbands, fathers and friends! Join The Brothers’ Brunch community today.

Private estate planning presentation for seniors.

The purpose of this Estate Planning Informational is to provide general information about estate planning, estate planning documents, and debunk common myths related to estate planning. Estate planning is not just for the “rich and famous.” It is for the everyday person who wants to make his or her desires known in the event of death or incapacity. Register to learn more!

The information shared will be academic in nature and should not be considered legal advice. You should consult an attorney licensed in the state in which you reside to access information and advice specific to your legal needs.

Please register in advance. The cost is $45.