Planning Ahead: Tax and Estate Strategies Webinar

Holly Greatrex
Director, Personal and Planned Giving
I’ve had the privilege of working at Carleton University for over two decades, immersed in a community where learning, inquiry and discovery are part of everyday life. There is something truly energizing about being on a university campus — the students’ enthusiasm, their questions and their openness to new ideas. The passion for research, teaching and learning is palpable, and it is inspiring at any age. I firmly believe in the power and value of lifelong learning. The Carleton community is filled with bright minds and rich educational opportunities, offering constant reminders that learning doesn’t end at graduation — it evolves with us throughout our lives. In this edition, we were delighted to welcome Erin Meisner to our Carleton community through her article, Giving with Intention: Strategic Giving — a topic that is especially meaningful to me. As Director of Personal and Planned Giving, I have the privilege of working closely with donors to design gift plans that maximize tax and financial benefits while helping them achieve their philanthropic goals. In the spirit of lifelong learning, and as a follow-up to her article, we are pleased to host a free webinar featuring Erin Meisner. She will present an exclusive session on Planning Ahead: Tax and Estate Strategies Webinar on May 12, 2026, at 12 p.m. (EDT). While this may be an area many of us don’t delve into often, it plays an important role in thoughtful future planning. I look forward to learning together and hope you’ll join us for this engaging and informative session as part of your own lifelong learning journey.
Webinar Details
Date: Tuesday, May 12, 2026 Time: 12 to 1 p.m. (EDT)
In this webinar 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.
Spaces are limited! Register today.
For more information, contact:
Christopher Page Christopher.Page@carleton.ca 613-520-2600, ext. 8091