Cheers to your Legacy!
Tax-smart estate planning strategies for Carleton faculty and staff, featuring Erin Meisner.
Wednesday, November 18, 2026
Presentation: 12:00PM (noon)
Location: 2017 Dunton Tower
*Refreshments will be provided.
Associate Director| Professional Financial Advisor
You will learn how…
- To minimize or even Eliminate Taxes on your estate.
- How to Change your Estate Plans in this virtual environment.
- To Avoid Double Taxation on your “Red” retirement accounts.
- To Bypass paying upfront Capital Gain Taxes when selling your investments.
- To convert assets into an Income You Can’t Outlive and leave a Lasting Legacy.
- How our government wants you to Save Taxes and Leave More to Charity.