Lunch & Learn: Smart Tax and Estate Planning StrategiesÂ
Wednesday, November 18, 2026 from 12:00 pm to 1:00 pm
- In-Person event
- 2017 (20th floor), Dunton Tower, ÐÓ°ÉÔ´´ University
- 1125 Colonel By Drive, Ottawa, ON, K1S 5B6
- Contact
- Christopher Page, christopherpage@cunet.carleton.ca, 520-2600 x8091
Join ÐÓ°ÉÔ´´ University’s Planned Giving team as we welcome Erin Meisner, Master Financial Planner – Philanthropy, to campus for an informative presentation on estate planning strategies for ÐÓ°ÉÔ´´ faculty and staff.
In this session you will learn how to:
- Minimize or even eliminate taxes on your estate
- Change your estate plans in this virtual environment
- Avoid double taxation on your “red” retirement accounts
- Bypass paying upfront capital gains taxes when selling your investments
- Convert assets into an income you can’t outlive and leave a lasting legacy
- Understand why our government wants you to save taxes and leave more to charity
This is a free event. Lunch is included.
Spaces are limited! Register today.
Speaker details
Erin Meisner,
PFA, CHS, MFA-P, EPC
Associate Director, Professional Financial Advisor