Giving & Retirement: Creating a Legacy with Impact

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Retired or thinking about retirement? Baby boomers are defining a new landscape of generosity. Now can be the best time for you to give in a more hands-on, focused way. Whether you are sharing your skills, volunteering your time, or passing on values, you have the opportunity to impact your family, community, and the world around you. Join Merrill Lynch financial advisers Julie Howard and Mia Rella and discover how to create a lasting legacy with impact.
• Explore ways of giving including volunteerism, impact investing, charitable trusts, donor-advised funds, and strategic gifting
• Identify ways to make giving a family value; involve your family and spouse in giving decisions
• Receive methods, resources, and worksheets from an adviser to start pursuing your giving goals

Free and open to the public. Registration recommended.


December 5, 2018
7:00 pm - 8:00 pm
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720 Pequot Avenue
Southport, CT 06890 United States
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(203) 259-0346


Room Location
Reading Room