Legacy Planning Afternoon at Southold Historical Museum

Southold Historical Museum and East End Financial Group are hosting ‘An Afternoon of Legacy Planning’ on Thursday, Nov. 6. This thoughtful event is dedicated to preserving what matters most—our stories, our history, and our future. Here’s what attendees can expect:

– Learn how the SECURE Act affects retirement planning.
– Discover how donor-advised funds and charitable trusts can benefit both you and your causes.
– Find out how to give directly from your IRA.
– Explore how personal legacy and community history can go hand in hand.

The event will be held at the Maple Lane Campus, with light refreshments served in the historic Ann Currie-Bell House. Following refreshments, an engaging conversation will take place 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.

The event is free, but space is limited to 20 guests, so reserve your place early.