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).*

January 15, 2015

Orlando, FL
49th Annual Heckerling Institute on Estate Planning
3-hour “Fundamentals” presentation:
“The 201 Best & Worst Planning Ideas for Your Client’s Retirement Benefits”
http://www.law.miami.edu/heckerling/

February 19, 2015

Lake Buena Vista, FL
MEMBERS Trust Company
MEMBERS Trust Users Conference
4-hour seminar
“Lifetime Distribution Strategies for Your Client’s Retirement Benefits”
“Death & Taxes: The Inherited IRA”
“The 201 Best & Worst Planning Ideas for Your Client’s Retirement Benefits”
By invitation only

March 5, 2015

Marco Island, FL
“Estate Planning for Retirement Benefits”
Professional seminar/panel discussion during annual meeting of
American College of Trust & Estate Counsel
Registered ACTEC annual meeting attendees only

April 23, 2015

Palo Alto, CA
Northern Trust
2-hour morning seminar
Topics to be determined
Quinn Stoddard
415-765-4429

April 23, 2015

San Francisco, CA
Northern Trust
2-hour afternoon seminar
Topics to be determined
Quinn Stoddard
415-765-4429

May 5, 2015

Chicago, IL
Investment News
Annual Retirement Income Conference
75 mins; topic to be determined
Diana Cheruvil
212-210-0184

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
Topics to be determined
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 12, 2015

Indianapolis, IN
Indiana Continuing Legal Education Forum
42nd Annual Midwest Estate Tax and Business Planning Institute
2-hour presentation
Topics to be determined
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

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 23, 2015

San Diego, CA
Southern California Tax & Estate Planning Forum
Several presentations; topics to be announce.
www.clenet.com

talk bubble

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.