Natalie Choate’s Seminar Schedule

Here are all my currently booked seminars, by date and city. I hope to see you soon at one of them!

All seminars are for professional audiences unless otherwise indicated. If no contact phone number or linked web site is shown, the event is for members only. The topic for these talks is some aspect of “Estate Planning for Retirement Benefits” unless otherwise noted.


*indicates a NEW engagement added since the last update (or a seminar with changed information since the last update -- such as a new date, topic or contact person).*

*October 1, 2014

Minneapolis, MN
Sholom Foundation/Jewish federation of Minneapolis/Jewish federation of St. Paul
Estate Planning Breakfast Seminar
3-hour seminar
“Trusts as Beneficiary of Retirement Benefits”
“Charitable Giving with Retirement Benefits”
“Death & Taxes: The Inherited IRA”
bbrooks@sholom.com or
(952) 939-1594

*October 1, 2014

Minneapolis, MN
Sholom Foundation/Jewish federation of Minneapolis/Jewish federation of St. Paul
Estate Planning Breakfast Seminar
Donors’ Event
40-minute luncheon presentation
“Your IRA/Roth IRA Field manual”

October 8, 2014

Springfield, MA
Western New England University
3-hour seminar
Case Studies in Estate Planning for Retirement Benefits
Recent Developments and Current Trends
IRAs with Hair (How to Fix A Broken IRA)
Lina Dias
413-796-2260
ldias@wne.edu

October 24, 2014

Atlanta, GA
Southern Federal Tax Institute
1-hour presentation
How to Fix a Broken IRA
www.sfti.org

*November 5, 2014

Boca Raton, FL
Community Foundation for Palm Beach and Martin Counties
Wealth and Estate Planning Seminar
2-hour seminar
“The 201 Best & Worst Planning Ideas for Your Client’s Retirement Benefits”
“Case Studies in Estate Planning for Retirement Benefits”
Danielle Cameron
(561) 340-4503

*November 13, 2014

South Bend, IN
Notre Dame Tax & Estate Planning Institute
1-hour presentation
“NIIT-Picking: Drafting a Trust to Minimize Impact of the Net Investment Income Tax (and Other Tips for Drafting a Trust to Be Named as Beneficiary of Retirement Benefits)”
http://law.nd.edu/alumni/continuing‑legal‑education/

November 18, 2014

Plymouth, MI
The Regents of the University of Michigan
ICLE’s Experts in Estate Planning Series
3.5 hour seminar
“Estate & Distribution Planning for Retirement Benefits”
Jeff Kirkey
734-936-3434

November 18, 2014

Plymouth, MI
The Financial and Estate Planning Council of Metropolitan Detroit
Annual Event
2-hour afternoon seminar; 1-hour evening seminar
“Roth Immersion Workshop”
“When Insurance Products Meet Retirement Plans”
“IRAs with Hair: How to Fix a Broken IRA”
Jeff Kirkey
734-936-3434

*December 4, 2014

Washington, DC
The Meltzer Group
Luncheon Seminar
1-hour presentation
Topic to be determined
By invitation only

*January 15, 2015

Orlando, FL
49th Annual Heckerling Institute on Estate Planning
3-hour “Fundamentals” presentation:
“The 201 Best & Worst Planning Ideas for Your Client’s Retirement Benefits”
http://www.law.miami.edu/heckerling/

*February 19, 2015

Lake Buena Vista, FL
MEMBERS Trust Company
MEMBERS Trust Users Conference
4-hour seminar
“Lifetime Distribution Strategies for Your Client’s Retirement Benefits”
“Death & Taxes: The Inherited IRA”
“The 201 Best & Worst Planning Ideas for Your Client’s Retirement Benefits”
By invitation only

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Natalie B. Choate is America's leading speaker on estate and distribution planning for retirement benefits. She has taught hundreds of seminars to both professional and nonprofessional audiences who want to get the most out of their IRAs, 401(k)s and other retirement plans.