Monday, November 2, 2026 · 7:00 PM – 8:00 PM
Cary Library — Cary Library, Lexington, MA
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 guidance on trusts, bequests, donor-advised funds, and common planning mistakes — with time reserved for your questions, including anonymous note cards. 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 — please share with anyone who would find it useful. This program is organized and sponsored by the Cary Library Foundation. Attendance is on a first-come basis. Registering below allows us to plan for headcount and keep you updated in case of any changes.