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).*

*February 10, 2012

Cincinnati, OH
Cincinnati Bar Association
Advanced Estate Planning Institute
3-hour seminar
"Making Retirement Benefits Payable to Trusts"
"Death & Taxes: The Inherited Retirement Plan"
"Lifetime Distribution Strategies for Your Client’s Retirement Benefits"
Dimity Orlet
513-699-1401

*March 6, 2012

Hartford, CT
Connecticut Estate & Tax Planning Council
3.5-hour seminar
“Estate Planning for Retirement Benefits: Recent Developments & Current Trends”
“Making Retirement Benefits Payable to Trusts”
“IRAs with Hair: The IRA Emergency Rescue Guide”
Nancy M. Vendetti
nvendetti@essexsavings.com

*April 26, 2012

Las Vegas, NV
Lincoln Financial Advisors Corp.
The Resource Group Annual Meeting
65-minute presentation
“The 194 Best & Worst Planning Ideas for Your Client’s Retirement Benefits”
Limited to invited guests only

May 1, 2012

Chicago, IL
Investment News
“Retirement Income Summit—2012”
The IRA Emergency Rescue Guide
Diana Cheruvil
212-210-0184

*May 3, 2012

Overland Park, KS
Missouri Bankers' Association
Kansas Bankers' Association
MOKAN Trust Conference
One hour general session: "IRAs with Hair"
Breakout session (given twice): "Death & Taxes: The Inherited Retirement Plan"
Topics to be announced
Elaine Martin
785-232-3444

May 8, 2012

Spokane, Washington
Spokane Estate Planning Council
“The All-day Seminar”
Location and contact/registration information to be determined

June 1, 2012

Waltham, MA
Boston Tax Institute
The All-day Seminar, including one-hour “Roth Immersion Workshop”
For information, call 617-698-1833
Or visit www.bostontaxinstitute.com

*June 4, 2012

St. Paul, MN
Minnesota State Bar Assoc. Continuing Legal Education
38th Annual Probate & Trust Law Section Conference
Two one-hour presentations
Topics to be determined
Attendance limited to members/invited guests only

June 8, 2012

Indianapolis, IN
Indiana Continuing Legal Education Forum
39th annual Midwest Estate Tax & Business Planning Institute
2-hour seminar
Topics to be announced
www.iclef.org

September 20-21, 2012

South Bend, IN
Notre Dame Tax & Estate Planning Institute
Topics and time to be determined

*October 19, 2012

Atlanta, GA
Southern Federal Tax Institute
One-hour presentation
Topic to be determined
www.sfti.org

November 16, 2012

Evansville, IN
Evansville Bar Association
23rd Annual Estate and Business Planning Conference
"Making Retirement Benefits Payable to Trusts"
"Death and Taxes: The Inherited Retirement Plan"
Susan Vollmer
812-426-1712
www.evvbar.org