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). *
September 25 and/or 26, 2008
South Bend, IN
Notre Dame Annual Tax & Estate Planning Institute
Topics: “Making Retirement Benefits Payable to Trusts”; “Selected Case Studies”; “QPRTs.”
Watch your mailbox for invitation
October 2, 2008
Modesto, CA
Stanislaus County Estate Planning Council
The Intensive All-Day Workshop! Read about this seminar topic
For info or to register, call Tony Trevino, 209-576-8000
October 8, 2008
Stonington, CT
Estate and Tax Planning Council of Eastern Connecticut
2-hour seminar: “The 188 Best & Worst Planning Ideas for Your Client’s Retirement Benefits”
For info or to register, visit www.ETPCEC.org
October 15, 2008
Springfield, MA
Western New England College
3-hour seminar:
“Planning for Retirement Benefits: Recent Developments and Current Trends”
“Charitable Giving with Retirement Benefits”
“Making Retirement Benefits Payable to Trusts”
For info or to register, call Lina Dias, (413) 796-2260
*October 16, 2008
Iselin, NJ
Financial Planning Association of New Jersey
3-hour seminar:
“Planning for Retirement Benefits: Recent Developments and Current Trends”
“The 188 Best & Worst Planning Ideas for Your Client’s Retirement Benefits”
(Emphasis on Roth IRA conversions)
Mary Ellen Nicola
973-635-7070 x 202
October 27, 2008
St. Louis, MO
BAM Advisor Services LLC
“Death & Taxes: The Inherited Retirement Plan”
Attendance is limited to invited guests
*October 28, 2008
Baltimore, MD
Baltimore Estate Planning Council
2-hour seminar
“Tax Pro’s Guide to Stretch IRAs”
“Selected Case Studies”
Attendance limited to members & invited guests only
October 30, 2008
San Antonio, TX
USAA Financial Planning Services
4-hour seminar:
“The 188 Best & Worst Planning Ideas for Your Client’s Retirement Benefits”
“Making Retirement Benefits Payable to Trusts”
“Planning for Retirement Benefits: Recent Developments and Current Trends”
Attendance limited to invited USAA planners only
*November 17, 2008
Orlando, FL
2-hour seminar:
“Charitable Giving with Retirement Benefits”
“Death & Taxes: the Inherited Retirement Plan”
Jeff Pickering
407-872-3050
*November 18, 2008
Sarasota, FL
Community Foundation of Sarasota County
Distinguished Speakers Series
Two 2-hour seminars
First seminar:
“Charitable Giving with Retirement Benefits”
“The 188 Best & Worst Planning Ideas for Your Client’s Retirement Benefits”
Second seminar:
“Death & Taxes: the Inherited Retirement Plan”
“Planning for Retirement Benefits: Recent Developments and Current Trends”
Jocelyn Stevens
941-556-7124
*November 20, 2008
Minneapolis, MN
Minnesota Society of CPAs
54th Annual MNCPA Tax Conference
Three seminars:
“The 188 Best & Worst Planning Ideas for Your Client’s Retirement Benefits”
“Making Retirement Benefits Payable to Trusts”
“Trusts and Retirement Benefits: Advanced Level Topics”
Lynn Kletscher
952-885-5513
*December 9, 2008
West Palm Beach, FL
Jewish Federation of Palm Beach County &
Palm Beach Estate Planning Council
2-hour seminar
Topics to be determined
Sharon Lindsey
561-242-6672
January 12 & 14, 2009
Orlando, FL
U. Of Miami Law School Heckerling Estate Planning Institute
Fundamentals: “What Every Estate Planner Must Know about Estate Planning for Retirement Benefits” (3 hours)
Breakout session, in “Retirement Benefits Focus Series”: “Maximizing Minimums: How to Make the Most of Lifetime Retirement Plan Distributions, Including How to Avoid (Or Fix) Rollover Mistakes.”
For info or to register for the Institute, visit: www.law.miami.edu/heckerling
February 24, 2009
Austin & San Antonio, TX
South Texas Money Management Ltd.
2 seminars, one in each city, 1.5 hours each
Topic(s) to be determined
Attendance limited to invited guests
*March 31, 2009
New York, NY
Investment News/Craig Communications
Retirement Income Summit
1.5 hour seminar
“Maximize Your Minimums: Tax-Wise Planning for Lifetime Retirement Plan Distributions”
Abby Salameh
212-210-0466
*May 6, 2009
New York, NY
Estate Planning Council of New York
2009 Estate Planners’ Day
2-hour seminar
Topic(s) to be determined
Peter Culver
212-922-4520