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).*

May 17, 2013

Columbus, Ohio
Columbus Bar Association
3-hour seminar:
“IRAs with Hair: How to Rehabilitate an IRA with a Shady Past”
“Death & Taxes: The Inherited Retirement Plan”
“Lifetime Distribution Strategies for Retirement Benefits”
For info or to register, visit:
www.cbalaw.org

May 31, 2013

Waltham, MA
Boston Tax Institute
“Estate & Distribution Planning for Retirement Benefits:
The Intensive All-day Workshop”
For information, call 617-698-1833
Or visit www.bostontaxinstitute.com

*June 18, 2013

Brooklyn Center, MN
Minnesota Society of CPAs
31st Annual Estate & Personal Financial Planning Conference
“Planning for Retirement Benefits: Recent Developments and Current Trends” (50 mins.)
“Lifetime Distribution Strategies for Retirement Benefits” (75 mins.)
“IRAs and Prohibited Transactions” (75 mins.)
www.mncpa.org
Lynn Kletscher
952-885-5513

June 21, 2013

Indianapolis, IN
Cambridge Investment Research
Wealth Strategies Workshop
“IRAs with Hair”
“Charitable Giving with Retirement Benefits”
“Death & Taxes: The Inherited Retirement Plan”
“Making Retirement Benefits Payable to Trusts”
Private event, limited to invited attendees only

August 9, 2013

Denver, CO
Cambridge Investment Research
Wealth Strategies Workshop
“IRAs with Hair”
“Charitable Giving with Retirement Benefits”
“Death & Taxes: The Inherited Retirement Plan”
“Making Retirement Benefits Payable to Trusts”
Private event, limited to invited attendees only

*September 17, 2013

Timonium, MD
Baltimore Estate Planning Council
2-hour seminar:
“What Your Senior Partner Doesn’t Know about Estate Planning for Retirement Benefits”
Anna Leonhardt
410-465-7011

*September 18, 2013

Indianapolis, IN
ICLEF
The Intensive All-Day Workshop
Jim Whitesell
317-968-9683

September 27, 2013

Green Bay, WI
Estate Planning Council of Northeast Wisconsin
4-hour seminar:
“Understanding the Minimum Distribution Rules”
“Estate Planning for Retirement Benefits: Selected Case Studies (including “NUA”)”
“Recent Trends and Current Developments in Planning for Retirement Benefits”
“IRAs with Hair”

*October 17, 2013

South Bend, IN
Notre Dame Tax & Estate Planning Institute
“The Fiduciary’s Guide to Retirement Benefits”
Visit www.nd.edu for details.

November 1, 2013

Atlanta, GA
Cambridge Investment Research
Wealth Strategies Workshop
“IRAs with Hair”
“Charitable Giving with Retirement Benefits”
“Death & Taxes: The Inherited Retirement Plan”
“Making Retirement Benefits Payable to Trusts”
Private event, limited to invited attendees only

*November 6, 2013

ACTEC-ALI teleconference
12:30 to 2:00 p.m.
“Hot Topics in Employee Benefits”
www.ali-cle.org

November 14, 2013

Philadelphia, PA
Pennsylvania Bar Institute
3-hour seminar
Topics to be announced
Karen B. Fincham
800-932-4637

*January 16 or 17, 2014

Orlando, FL
The 48th Annual Heckerling Institute on Estate Planning
“Charitable Giving with Retirement Benefits”
www.law.miami.edu/heckerling