North Fork, NY|Local Event
An Afternoon of Legacy Planning
Event Details
Join Southold Historical Museum and East End Financial Group for a thoughtful afternoon dedicated to preserving what matters most—our stories, our history, and our future. Learn how the SECURE Act affects retirement planning, how donor-advised funds and charitable trusts can benefit both you and your causes, and how to give directly from your IRA. Explore how personal legacy and community history can go hand in hand.
Enjoy light refreshments in the historic Ann Currie-Bell House before an engaging conversation in the ACB Gallery with Jeff Connolly, Partner at East End Financial Group; Mark Brosnan, Esq., of Brosnan Law Firm, PLLC; and Darren St. George, Executive Director of Southold Historical Museum.
Thursday, November 6, 1:00–2:00 PM at the Maple Lane Campus, 55200 Main Rd. Southold Space is limited to 20 guests—reserve your place early.