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 30, 2014

Boston, MA
Boston Estate Planning Council
“The 201 Best & Worst Planning Ideas for Your Client’s Retirement Benefits”
Attendance limited to BEPC members and invited guests.

May 2, 2014

Birmingham, AL
Estate Planning Council of Birmingham
Four-hour seminar:
“Understanding the Minimum Distribution Rules: The Basics plus What You DON’T Know”
“Case Studies in Estate Planning for Retirement Benefits”
“When Insurance Products Meet Retirement Plans”
“Charitable Giving with Retirement Benefits”
Attendance limited to members/invited guests only

*May 9, 2014

Iowa City, IA
Iowa College of Law
60th Annual Spring Tax Institute
4-hour seminar:
“Minimum Distribution Rules: Compliance Requirements and Planning Opportunities”
“Case Studies in Estate Planning for Retirement Benefits”
“The 201 Best & Worst Planning Ideas for Your Client’s Retirement Benefits” (2-hr version)
Carolyn Tappan
319-335-9089

May 13, 2014

Chicago, IL
Investment News
8th Annual Retirement Income Summit
“Lifetime Distribution Strategies for Your Client’s Retirement Benefits”
For info or to register, visit:
www.investmentnews.com/summit

*May 20, 2014

Greensboro, NC
Society of Financial Service Professionals/Greensboro Chapter
Annual Professional Day
“The 201 Best & Worst Planning Ideas for Your Client’s Retirement Benefits” (2 hours)
“When Insurance Products Meet Retirement Plans” (1 hour)
Michael Quinlivan
mquinlivan@pensionplanningsolutions.com
(336) 389-9922

May 20, 2014

Winston-Salem, NC
Estate Planning Council of Winston-Salem
“Lifetime Distribution Strategies for Your Client’s Retirement Benefits”
“When Insurance Products Meet Retirement Plans”
“Making Retirement Benefits Payable to Trusts”
Attendance limited to members and invited guests only

*May 23, 2014

Tallahassee, FL
Community Foundation of Northern Florida
4-hour seminar
“Case Studies in Estate Planning for Retirement Benefits”
“The 201 Best & Worst Planning Ideas for Your Client’s Retirement Benefits” (2 hours)
“Recent Developments in Estate & Distribution Planning for Retirement Benefits”
Debara Jump
850-222-2899

May 30, 2014

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

*June 12, 2014

Manchester, NH
Eldridge Investment Advisors
“CPA CPE Forum”
(Summer Continuing Education Session for Professionals)
“IRAs with Hair: How to Fix a Broken IRA”
“Minimum Distribution Rules: Compliance Requirements and Planning Opportunities”
“Lifetime Distribution Strategies for Your Client’s Retirement Benefits”
Sean Riley
603-296-1352

*June 13, 2014

Indianapolis, IN
Indiana Continuing Legal Education Forum
2014 Midwest Estate Tax and business Planning Institute
3-hour presentation:
“Lifetime Distribution Strategies for Your Client’s Retirement Benefits”
“Making Retirement Benefits Payable to Trusts”
“Death & Taxes: The Inherited Retirement Plan”
www.iclef.org

*September 16, 2014

Portland, ME
Society of Financial Service Professionals
4-hour seminar
“Fiduciary’s Guide to Inherited Retirement Benefits” (2 hrs.)
“Buyer Beware! The Estate Planner’s Guide to Prohibited Transactions and IRAs”
“Recent Developments in Estate & Distribution Planning for Retirement Benefits”
www.sfsp.net/maine
Or: Dennis@RISC-NOW.com or 207-934-8630

September 22, 2014

St. Louis, MO
Estate Planning Council of St. Louis
September meeting
1.5 hour seminar
“The 201 Best & Worst Planning Ideas for Your Client’s Retirement Benefits”
Attendance limited to members and invited guests only

*September 22, 2014

Town & Country, MO
Financial Planning Association of Greater St. Louis
1.5 hour seminar
“Case Studies in Estate Planning for Retirement Benefits”
Jim Susman, Chapter Executive
susgroup@gmail.com
314-997-3390

October 8, 2014

Springfield, MA
Western New England University
3-hour seminar
Case Studies in Estate Planning for Retirement Benefits
Recent Developments and Current Trends
IRAs with Hair (How to Fix A Broken IRA)
Lina Dias
413-796-2260
ldias@wne.edu

October 24, 2014

Atlanta, GA
Southern Federal Tax Institute
1-hour presentation
How to Fix a Broken IRA
www.sfti.org

*November 13 or 14, 2014

South Bend, IN
Notre Dame Tax & Estate Planning Institute
Topic to be determined

November 18, 2014

Plymouth, MI
The Regents of the University of Michigan
ICLE’s Experts in Estate Planning Series
3.5 hour seminar
“Estate & Distribution Planning for Retirement Benefits”
Jeff Kirkey
734-936-3434

November 18, 2014

Plymouth, MI
The Financial and Estate Planning Council of Metropolitan Detroit
Annual Event
2-hour afternoon seminar; 1-hour evening seminar
“Roth Immersion Workshop”
“When Insurance Products Meet Retirement Plans”
“IRAs with Hair: How to Fix a Broken IRA”
Jeff Kirkey
734-936-3434

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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.