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).*

*April 20, 2015

Nationwide webcast (broadcast from Boston)
MetLife
1.5 hours
“Death & Taxes: the Inherited Retirement Plan”
Attendance limited to invited MetLife agents only

*April 23, 2015

Palo Alto, CA
Northern Trust
2-hour morning seminar
“Recent Developments in Estate and Distribution Planning for Retirement Benefits”
“IRAs with Hair: How to Fix a Broken IRA”
Quinn Stoddard
415-765-4429

*April 23, 2015

San Francisco, CA
Northern Trust
2-hour afternoon seminar
“Recent Developments in Estate and Distribution Planning for Retirement Benefits”
“IRAs with Hair: How to Fix a Broken IRA”
Quinn Stoddard
415-765-4429

*April 29, 2015

Grand Rapids, MI
Western Michigan Estate Planning Council
1-hour presentation:
“Roth Immersion!”
Mandy Chardoul
616-292-6844

*May 4, 2015

Milwaukee, WI
Milwaukee Estate Planning Forum
1 hr. 40 min. evening seminar
“Death & Taxes: the Inherited Retirement Plan”
“Recent Developments in Estate and Distribution Planning for Retirement Benefits”
Attendance limited to members and invited guests

*May 5, 2015

Chicago, IL
Investment News
Annual Retirement Income Conference
1 hr: “Roth Immersion”
Diana Cheruvil
212-210-0184

*May 12, 2015

Lowell, MA
Greater Lowell Community Foundation
3.5 hour evening program
Topics to be determined
susan@glcfoundation.org

*May 13, 2015

Cromwell, CT
Society of Financial Service Professionals
4-hour seminar:
“Death & Taxes: the Inherited Retirement Plan”
“Recent Developments in Estate and Distribution Planning for Retirement Benefits”
“Case Studies in Estate Planning for Retirement Benefits”
“Making Retirement Benefits Payable to Trusts”
Erica Fearn
860-587-7502

May 15, 2015

Orlando, FL
National Academy of Elder Law Attorneys (NAELA)
For advanced practitioners council: 1 hr “201 Best & Worst Planning Ideas”
General session: “Death & Taxes: The Inherited Retirement Plan”
Breakout session: “Making Retirement Benefits Payable to Trusts”
Pam Yanni
703-942-5711

May 19, 2015

Doylestown, PA
Bucks County Estate Planning Council
4-hour seminar:
“The Minimum Distribution Rules”
“Case Studies in Estate Planning for Retirement Benefits”
“Making Retirement Benefits Payable to Trusts”
“New Developments and Current Trends”
Alan Wandalowski
215-230-7500

*May 20, 2015

Chattanooga, TN
Estate Planning Council of Chattanooga
4-hour afternoon seminar
“Understanding the Minimum Distribution Rules”
“Case Studies in Estate Planning for Retirement Benefits”
“Recent Developments in Estate and Distribution Planning for Retirement Benefits”
“Death & Taxes: The Inherited Retirement Plan”
Shelton Chambers
423-266-0655

May 29, 2015

Waltham, MA
Boston Tax Institute
The All-day Seminar!
Visit www.bostontaxinstitute.com
Or call 617-698-1833

*June 10, 2015

Rochester, NY
Rochester Area Community Foundation
3-hour morning seminar for professionals:
“201 Best & Worst Planning Ideas for your Client’s Retirement Benefits”
“Charitable Giving with Retirement Benefits”
Danica Jones
585-341-4331

*June 10, 2015

Rochester, NY
Rochester Area Community Foundation
½ hour luncheon seminar for donors
“Your IRA/Roth IRA Field Guide”
By invitation only

*June 12, 2015

Indianapolis, IN
Indiana Continuing Legal Education Forum
42nd Annual Midwest Estate Tax and Business Planning Institute
2.5-hour presentation
“When Insurance Products Meet Retirement Plans”
“201 Best & Worst Planning Ideas for your Client’s Retirement Benefits”
www.iclef.org

July 16, 2015

Philadelphia, PA
Pennsylvania Bar Institute
“Estate and Distribution Planning for Retirement Benefits:
The Intensive All-Day Workshop”
www.pbi.org

July 17, 2015

Boston, MA
ALI-ABA
Annual “Representing Fiduciaries and Beneficiaries” conference
1-hour presentation: “The Fiduciary’s Guide to Retirement Benefits”
www.ali-cle.org

*July 30, 2015

Kiawah Island, SC
North Carolina Bar Association
36th Annual Estate Planning & Fiduciary Law Program
1.5 hour presentation:
“201 Best & Worst Planning Ideas for your Client’s Retirement Benefits”
“Charitable Giving with Retirement Benefits”
Tina Hughes
919-657-1556

September 9, 2015

Knoxville, TN
East Tennessee Financial Planning Association
Morning seminar; topics to be determined
www.fpaetn.org

October 15, 2015

St. Petersburg, FL
National Elder Law Foundation (NELF)
Annual Ian S. Oppenheim WOW Program
3.5 hours:
“Case Studies in Estate Planning for Retirement Benefits”
“Estate & Distribution Planning for Retirement Benefits: Recent Developments & Current Trends”
“Lifetime Distribution Strategies for Retirement Benefits”
Attendance limited to members & invited guests only

*October 20, 2015

Albany, NY
Estate Planning Council of Eastern NY
2-hour seminar
“201 Best & Worst Planning Ideas for your Client’s Retirement Benefits”
www.epceasternnewyork.org

October 22, 2015

Atlanta, GA
Southern Federal Tax Insitute
50th Anniversary
Topic to be announced
www.sfti.org

*October 23, 2015

Missoula, Montana
63rd Montana Tax Institute
1 hr: “IRAs with Hair: What to do with an IRA that has a Shady Past”

October 24, 2015

San Diego, CA
Southern California Tax & Estate Planning Forum
4-hour presentation; topics to be announced
www.clenet.com

*October 26, 2015

Honolulu, HI
Hawaii State Bar Association
“Estate and Distribution Planning for Retirement Benefits:
The Intensive All-Day Workshop”
Neal Gota
808-535-5626

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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.