In-Person: Estate, Charitable and Legacy Planning Strategies with Daniel Treacy, Equitable Advisors

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Registration for this event will close on September 27, 2023 @ 7:00pm.
There are 4 seats remaining.

Program Description


Preparing for the inevitable is tough. The “Share Your Love” seminar will provide you a road map to ensure a smooth transition for your family when the time comes. We will discuss the steps to get your affairs in order, important documents, and strategies to minimize taxes and maximize legacy.

To receive a copy of the Share Your Love booklet you must register for this program.

Jericho cardholders only until 14 days before event.


The Library makes no warranties and/or representations concerning virtual and in-person programs. Your decision to participate in the programs is an express consent on your part to waive any and all claims against the Library which may result from said participation and hereby release and discharge the Jericho Public Library from any and all liabilities.

Jericho Public Library strives to create respectful and family-friendly experiences both in-person and virtually using Zoom. Please do not share any Zoom links. You must be registered to be admitted to the Zoom programs. In order to facilitate presentations, a library staff member will co-host. The host may or may not, at their discretion, enable visual and chat participation. We ask that all participants in library programs be mindful and polite. Guests who are disruptive or otherwise do not conduct themselves in a respectful manner may be removed from the program.

When using a PC for a virtual program, you will need to download Zoom software before the program begins. When using a mobile device, please download the Zoom app on your device and create your own Zoom account for easiest convenience.

We thank you in advance for your courtesy.


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