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 11, 2010
Hyannis, MA
Cape Cod Five Cents Savings Bank
1-hour presentation for professionals: Roth-Ready for 2010!
45-minute presentation for nonprofessionals
Private event, by invitation only
February 28, 2010
Orlando, FL
Lincoln Financial Advisors Corp.
Lincoln Financial Advisors Planning Forum
One-hour seminar: “Roth-Ready for 2010!”
Private event, by invitation only
March 16, 2010
San Antonio, TX
San Antonio Estate Planners Council
Sponsor: South Texas Money Management, Ltd.
Case Studies in Estate Planning for Retirement Benefits
plus one additional topic to be determined
Ms. Sanchez, Council Administrator
210-650-4455
*March 24, 2010
From Boston, MA
Merrill Lynch
Conference call seminar for financial advisors
Private event, by invitation only
April 26, 2010
Boston, MA
State Street Global Advisors
8th Annual Gift Planning Conference
“Charitable Giving with Retirement Benefits” (75 mins.)
Limited to invited guests only
*April 27, 2010
Charlotte, NC
Carroll Financial Associates
4-hour professional seminar
“194 Best & Worst Planning Ideas for Your Client’s Retirement Benefits”
“Roth-Ready for 2010!”
www.carrollfinancial.com
April 30, 2010
Birmingham, AL
EPC of Birmingham
“Estate & Distribution Planning for Retirement Benefits: The Four-Hour Seminar”
Includes:
“Understanding the Minimum Distribution Rules”
“Case Studies in Retirement Benefits”
“Charitable Giving with Retirement Benefits”
“Recent Developments & Current Trends”
carolyndunkle@synovustrust.com
May 4, 2010
Chicago, IL
Investment News/Crain Communications
Investment News Retirement Income Summit
1 hour: “When Insurance Products Meet Retirement Plans”
www.investmentnews.com
May 7, 2010
Grand Traverse Resort, Michigan
Institute of Continuing Legal Education
2.25-hour presentation
Topic to be determined
www.icle.org
*May 13, 2010
Rochester, NY
Jewish Community Federation of Greater Rochester
Professional seminar: “Roth-Ready for 2010!”
Plus 45-minute presentation at donor luncheon
Wendy Strauss
585-461-0490
May 21, 2010
Boston, MA
Cambridge Investment Research, Inc.
Cambridge Wealth Management Performance Solutions Workshop
“Estate & Distribution Planning for Retirement Benefits: The Four-Hour Seminar”
Includes:
“Understanding the Minimum Distribution Rules”
“Case Studies in Retirement Benefits”
“194 Best & Worst Planning Ideas”
“Recent Developments & Current Trends”
Private event; by invitation only
*June 4, 2010
Indianapolis, IN
Indiana Continuing Legal Education Forum
3.25-hour seminar, as part of the:
37th Annual Midwest Estate, Tax, and Business Planning Institute
Topics to be announced
James R. Whitesell
317-637-9102, ext. 226
June 22, 2010
Brooklyn Center, MN
Minnesota Society of CPAs
3-hour 20-minute seminar
Topics to be determined
Lynn Kletscher
952-885-5513
July 23, 2010
Philadelphia, PA
Cambridge Investment Research, Inc.
Cambridge Wealth Management Performance Solutions Workshop
“Estate & Distribution Planning for Retirement Benefits: The Four-Hour Seminar”
Includes:
“Understanding the Minimum Distribution Rules”
“Case Studies in Retirement Benefits”
“194 Best & Worst Planning Ideas”
“Recent Developments & Current Trends”
Private event; by invitation only
*August 20, 2010
Chicago, IL
National Academy of Elder Law Attorneys (NAELA)
5th Annual Council of Advanced Practitioners Conference
All-day event, including
“194 Best & Worst Planning Ideas”
“Recent Developments & Current Trends”
“Making Retirement Benefits Payable to Trusts”
“Death & Taxes: The Inherited Retirement Plan”
Casey Anderson
703-942-5711 x 7
September 24, 2010
Kansas City, MO
Cambridge Investment Research, Inc.
Cambridge National Conference
Two one-hour seminars:
General session: “Lifetime Distribution Strategies for Your Client’s Retirement Benefits”
Breakout session: “Case Studies in Retirement Benefits”
Private event; by invitation only
*September 30, 2010
Atlanta, GA
Southern Federal Tax Institute
1.25-hour seminar
“Everything the Estate Planner Needs to Know about Roth Plans”
www.sfti.org
October 29, 2010
Detroit, MI
Cambridge Investment Research, Inc.
Cambridge Wealth Management Performance Solutions Workshop
“Estate & Distribution Planning for Retirement Benefits: The Four-Hour Seminar”
Includes:
“Understanding the Minimum Distribution Rules”
“Case Studies in Retirement Benefits”
“194 Best & Worst Planning Ideas”
“Recent Developments & Current Trends”
Private event; by invitation only
*December 7, 2010
Harrisburg, PA
Financial Planning Association of Central Pennsylvania
3-hour seminar
Topics to be announced
Lauren Scheib
717-668-2703