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Join Southold Historical Museum and East End Financial Group for an inspiring afternoon focused on preserving what matters most—our stories, our history, and our future.
This informative session will cover how the SECURE Act affects retirement planning, ways donor-advised funds and charitable trusts can support both you and your causes, and how to make charitable gifts directly from your IRA. Discover how thoughtful planning today can strengthen both your personal legacy and the history of our community.
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.
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