{"id":2252,"date":"2026-09-24T09:37:18","date_gmt":"2026-09-24T13:37:18","guid":{"rendered":"https:\/\/carleton.ca\/planforgood\/?post_type=cu_event&#038;p=2252"},"modified":"2026-09-28T10:03:26","modified_gmt":"2026-09-28T14:03:26","slug":"wednesday-november-18-2026-presentation-1200-pm","status":"publish","type":"cu_event","link":"https:\/\/carleton.ca\/planforgood\/event\/wednesday-november-18-2026-presentation-1200-pm\/","title":{"rendered":"Cheers to your Legacy! Tax-smart Planning Strategies for Carleton Faulty and Staff"},"content":{"rendered":"\n\n\n<section class=\"w-screen px-6 cu-section cu-section--white ml-offset-center md:px-8 lg:px-14\">\n    <div class=\"space-y-6 cu-max-w-child-5xl  md:space-y-10 cu-prose-first-last\">\n\n            <div class=\"cu-textmedia flex flex-col lg:flex-row mx-auto gap-6 md:gap-10 my-6 md:my-12 first:mt-0 max-w-5xl\">\n        <div class=\"justify-start cu-textmedia-content cu-prose-first-last\" style=\"flex: 0 0 100%;\">\n            <header class=\"font-light prose-xl cu-pageheader md:prose-2xl cu-component-updated cu-prose-first-last\">\n                                    <h2 class=\"cu-prose-first-last font-semibold !mt-2 mb-4 md:mb-6 relative after:absolute after:h-px after:bottom-0 after:bg-cu-red after:left-px text-2xl md:text-3xl lg:text-4xl lg:leading-[3rem] pb-4 after:w-8 text-cu-black-700 not-prose\">\n                        Cheers to your Legacy!\n                    <\/h2>\n                \n                                \n                            <\/header>\n\n                            \n\n<p class=\"wp-block-paragraph\">Tax-smart estate planning strategies for Carleton faculty and staff, featuring <strong class=\"myprefix-text-bold\">Erin Meisner<\/strong>.<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><strong>Wednesday,<\/strong>&nbsp;<strong class=\"myprefix-text-bold\">November 18<\/strong><strong>, 2026<\/strong><\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><strong>Presentation: 12:00PM (noon)<\/strong><\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><strong class=\"myprefix-text-bold\">Location:<\/strong> 2017 Dunton Tower  <\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">*<em class=\"myprefix-text-italic\">Refreshments will be provided.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\"><\/ul>\n\n\n                    <\/div>\n\n            <\/div>\n\n    <\/div>\n<\/section>\n\n\n\n<figure class=\"wp-block-image alignright size-thumbnail is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"320\" height=\"480\" src=\"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/sites\/285\/2026\/03\/Erin-1-320x480.jpg\" alt=\"Erin Meisner\" class=\"wp-image-1889\" style=\"width:614px;height:auto\" srcset=\"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/sites\/285\/2026\/03\/Erin-1-320x480.jpg 320w, https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/sites\/285\/2026\/03\/Erin-1-512x767.jpg 512w, https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/sites\/285\/2026\/03\/Erin-1.jpg 768w\" sizes=\"auto, (max-width: 320px) 100vw, 320px\" \/><figcaption class=\"wp-element-caption\"><strong>Erin Meisner, PFA, CHS, MFA-P, EPC<\/strong><br>Associate Director<strong>|<\/strong> Professional Financial Advisor<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">You will learn how\u2026<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>To minimize or even&nbsp;<strong>Eliminate Taxes<\/strong>&nbsp;on your estate.<\/li>\n\n\n\n<li>How to&nbsp;<strong>Change your Estate Plans<\/strong>&nbsp;in this virtual environment.<\/li>\n\n\n\n<li>To&nbsp;<strong>Avoid Double Taxation<\/strong>&nbsp;on your \u201cRed\u201d retirement accounts.<\/li>\n\n\n\n<li>To&nbsp;<strong>Bypass<\/strong>&nbsp;paying upfront&nbsp;<strong>Capital Gain Taxes<\/strong>&nbsp;when selling your investments.<\/li>\n\n\n\n<li>To convert assets into an&nbsp;<strong>Income You Can\u2019t Outlive<\/strong>&nbsp;and leave a&nbsp;<strong>Lasting Legacy<\/strong>.<\/li>\n\n\n\n<li>How our government wants you to&nbsp;<strong>Save Taxes<\/strong>&nbsp;and&nbsp;<strong>Leave More to Charity<\/strong>.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-fe48e5de wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/carleton.ca\/planforgood\/cheers-to-your-legacy\/\">Register Today!<\/a><\/div>\n<\/div>\n\n\n","protected":false},"author":42,"featured_media":897,"template":"","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"cu_event_type":[],"cu_event_audience":[],"class_list":["post-2252","cu_event","type-cu_event","status-publish","has-post-thumbnail","hentry"],"acf":{"cu_event_start_date":"2026-11-18 12:00:00","cu_event_end_date":"2026-11-18 13:00:00","cu_event_add_to_calendar":"show","cu_event_location_type":"in-person","cu_event_meeting_address_type":"on-campus","cu_event_virtual_type":"tbd","cu_event_virtual_meeting_link":"","cu_building":"DT","cu_event_meeting_room":"2017","cu_event_meeting_address_full":null,"cu_post_thumbnail":"","cu_event_cost":"Complimentary","cu_event_registration":{"title":"Cheers to Your Legacy!","url":"https:\/\/carleton.ca\/planforgood\/cheers-to-your-legacy\/","target":""},"cu_event_secondary_button":"","cu_event_contact_name":"Christopher Page","cu_event_email":"christopher.page@carleton.ca","cu_event_phone":"(613) 520-2600 x8091"},"_links":{"self":[{"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/cu_event\/2252","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/cu_event"}],"about":[{"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/types\/cu_event"}],"author":[{"embeddable":true,"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/users\/42"}],"version-history":[{"count":5,"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/cu_event\/2252\/revisions"}],"predecessor-version":[{"id":2342,"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/cu_event\/2252\/revisions\/2342"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/media\/897"}],"wp:attachment":[{"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/media?parent=2252"}],"wp:term":[{"taxonomy":"cu_event_type","embeddable":true,"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/cu_event_type?post=2252"},{"taxonomy":"cu_event_audience","embeddable":true,"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/cu_event_audience?post=2252"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}