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Live, Learn, Leave a Legacy: 1912 Legacy Society Breakfast & Conversation, 22 May | Event in Melville

Live, Learn, Leave a Legacy: 1912 Legacy Society Breakfast & Conversation

Cona Elder Law

Highlights

Thu, 22 May, 2025 at 09:30 am
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225 Broad Hollow Road, Suite 200, Melville, NY, United States, New York 11747

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Date & Location

Thu, 22 May, 2025 at 09:30 am (EDT)

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225 Broad Hollow Road, Suite 200, New York 11747

225 Broad Hollow Rd, Ny 11747-4807, New York, Melville, United States

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Only get lost while having fun, not on the road!

About the event

Live, Learn, Leave a Legacy: 1912 Legacy Society Breakfast & Conversation
Join us for a complimentary hot breakfast buffet and learn more about personal estate planning, charitable gift planning, and closely-held business succession planning.

Topics:
- Charitable Giving Strategies
- Maximizing Tax Benefits
- Incorporating Charitable Giving into Your Will or Trust
- Charitable Trusts: CRTs & CLTs
- Charitable Giving with Retirement Funds
- Choosing the Right Assets to Gift

Ensure your generosity leaves a lasting legacy while optimizing financial benefits for you and your loved ones.

Contact Jennie Fiocca to RSVP by Friday, May 16 ZmlvY2NhaiB8IGZhcm1pbmdkYWxlICEgZWR1 • 934-420-5776
farmingdale.mygiftlegacy.org


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225 Broad Hollow Road, Suite 200, Melville, NY, United States, New York 11747

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Cona Elder Law

Cona Elder Law

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Live, Learn, Leave a Legacy: 1912 Legacy Society Breakfast & Conversation, 22 May | Event in Melville
Live, Learn, Leave a Legacy: 1912 Legacy Society Breakfast & Conversation
Thu, 22 May, 2025 at 09:30 am