05/08/2026
Join us for Your Impact, Your Legacy: A Charitable Planning Series on Friday, May 29, from 8:00 to 9:30 am in the 426 classroom at the Beaufort Memorial Medical and Administrative Center (990 Ribaut Road).
This informative session will feature Sam Keeler, Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management, who will provide practical guidance on preparing for a productive meeting with your estate planner. His presentation will explore key considerations in charitable giving, including strategies such as donor-advised funds, and how thoughtful planning can align your financial goals with your philanthropic vision.
Guests will leave with clear, actionable steps to engage in more confident and informed conversations about their legacy and impact. Register for the event today: https://form.jotform.com/261184310851148