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!

*An asterisk 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.

Additional Natalie Choate pre-recorded webinars not listed here may be offered through Leimberg Information Services and Boston Tax Institute ). Check those sites for current listings.

Note: Seminars are either “LIVE SEMINAR” (in-person event) or “WEBCAST” (webinar broadcast). A webcast is a “live”-type video via Zoom or similar platform unless it is noted as “audio-plus-slides” in which case there is no live video, just voice/audio with some form of prepared visuals. If a “live seminar” has a remote-attendance option that is noted.


March 20, 2024

Greater North Shore Estate & Financial Planning Council

3-hour webcast

“Estate Planning for Retirement Benefits in a post-SECURE world”
“Making Retirement Benefits Payable to Trusts”
“Death and Taxes: The Inherited Retirement Plan”

For info visit: https://www.gnsefpc.org/Calendar
Or contact: gnsefpc@navandassoc.com


*April 4, 2024

ACTEC New England Fellows Institute
Newton, Massachusetts

1.5 hours in-person presentation

“Estate Planning for Retirement Benefits”

Attendance limited to invited guests.


*May 6, 2024

Connecticut Bar Association
Estates and Probate Section

Webcast, 1.5 hours

“Estate Planning for Retirement Benefits”

Limited to members and invited guests only


*May 31, 2024

Boston Tax Institute

Live video webcast
9:00 a.m.–12:30 p.m. Eastern time

“Estate Planning for Retirement Benefits after SECURE and SECURE 2.0”

For information or to register visit:
BostonTaxInstitute.com or email seminars@BostonTaxInstitute.com


*November 5, 2024

Oregon Community Foundation

Live video webcast 1.5 hours

“Charitable Giving with Retirement Benefits”

For information or to register visit: https://oregoncf.org/for-professional-advisors/events-and-news/charitable-giving-with-retirement-benefits/