Events / Cary Memorial Library
Giving Wisely: Protecting Your Legacy and Supporting What You Love
Monday, November 2, 2026 at 7 PM to 8 PM
- Where
- Cary Memorial Library
1874 Massachusetts Ave, Lexington, MA 02420 (Lexington) - Tags
- talk
- Source tags
- Adult
Join us for a free, practical seminar on making the most of your charitable giving, at any level. We will share simple strategies that can stretch your generosity further while lowering your tax bill. Sylvia Han, CFA CFP, a wealth management advisor at Morgan Stanley, and Liz O’Neil, an estate plann
Details and tickets at Cary Memorial Library
Source
- Cary Memorial Library, iCal feed. Checked Nov 1, 2026 6:20 AM; first seen Oct 3, 2026 6:21 AM.
History
| When | Field | Was | Now | By |
|---|---|---|---|---|
| Oct 30, 2026 6:20 AM | description_short | Join our 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, a wealth management advisor at Morgan Stanley, and Liz O’Neil, an estate planning attorney, will offer plain-language | Join us for a free, practical seminar on making the most of your charitable giving, at any level. We will share simple strategies that can stretch your generosity further while lowering your tax bill. Sylvia Han, CFA CFP, a wealth management advisor at Morgan Stanley, and Liz O’Neil, an estate plann | pipeline |