Giving Wisely: Protecting Your Legacy and Supporting What You Love

Join the Cary Library Foundation for its educational seminar to learn how to integrate charitable giving and legacy planning into your tax planning and estate strategy while supporting causes you love. Sylvia Han, CFA CFP, a wealth management advisor at Morgan Stanley, and Liz O’Neil, an estate planning attorney, will offer plain-language guidance on trusts, bequests, donor-advised funds, IRA distributions, and more— with time reserved for your questions. A Foundation Legacy Society member will share what led them to include the Library in their plans.

Informational only. No solicitation, no products, no pressure. Free and open to all.

This program is organized and sponsored by the Cary Library Foundation.

Attendance is on a first-come basis. Registering allows us to plan for headcount and keep you updated in case of any changes. Register at:  https://carylibrary.assabetinteractive.com/calendar/giving-wisely-protecting-your-legacy-and-supporting-what-you-love/