Past Engagements

Organizations That Have Hired Natalie Choate as a Speaker

About the Speaker

Natalie B. Choate is America’s leading speaker on retirement planning. 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. She has spoken in 49 of the 50 states, plus Canada and Puerto Rico. She can bring her dynamic speaking style and peerless expertise to your group. Click here to see list of her available speaking topics; call Ian M. Starr, 617-439-2899 for details regarding availability and fees, or to book Natalie Choate for your event. The following list includes some engagements that have been booked but have not yet occurred.

Past speaking engagements, nonprofessional audience:

Does your group include retirees, would-be retirees, investors?
Natalie appeared twice as a featured speaker at the Louis Rukeyser Investors’ Conference in Las Vegas. She has also appeared on financial radio shows such as “The Dolans”; “Well Preserved” with Jack Keeter (Las Vegas, NV); “North Shore Financial Forum” (Beverly, Mass.); “Money, Riches & Wealth” with Andrew Tignanelli and Timothy Maurer (Lutherville, MD); “The Lange Money Hour” (Pittsburgh) and The Kevin Skipper show, Columbia SC. She has spoken at the CNBC Investors Discovery Institute, and been quoted in The Wall Street Journal, New York Times, Money, Forbes, Kiplinger’s and other publications.

Since 2003, Merrill Lynch has brought Natalie in to speak at numerous client-education events all over the country. Other companies that have hired Natalie to teach her top-rated seminar for nonprofessional audiences “How To Pay Off The Mortgage On Your IRA” (also called “Your Retirement Benefits Tax Map”) for their customers (and prospects) include the Bank of Hawaii, Harris Trust Co. of Florida, Plymouth Savings Bank, Morgan Stanley, and Chemung Canal Trust Co. Many of the charitable organizations listed below under professional-audience engagements also had Natalie speak at a separate nonprofessional event for their donors and prospects.

Past speaking engagements, professional audiences:

Natalie Choate has presented at all the major tax institutes, including The Heckerling Estate Planning Institute (Univ. of Miami Law School); Notre Dame Tax and Estate Planning Institute; Southern California Tax & Estate Planning Forum; Southern Federal Tax Institute; Alabama Federal Tax Clinic; William & Mary Tax Conference; the Tennessee, Duke University, Midwest, New England Federal, Great Lakes Federal, and Heart of America Tax Institutes; the Kansas City Estate Planning Symposium; and the Annual Midwest Estate Tax and Business Planning Institute.

Other organizations that have hired Natalie B. Choate as a keynote speaker or presenter:


Crossroads Community Foundation (MA); Salvation Army; St. Raphael Foundation (CT); Holmes Regional Medical Center (FL); El Camino Hospital Foundation (CA); Salk Institute (CA); Jewish Community Foundations of San Diego, Phoenix, San Francisco, Southern Arizona, Greater Washington, Greater Indianapolis, Broward County (FL), Central Florida (FL) and Palm Beach County (FL); the Eastern Shore (MD), Berkshire-Taconic (MA-NY-CT), Connecticut, Sarasota County (FL), New Hampshire, Rochester (NY), Pittsburgh (PA), Greenville (SC), Spartanburg County (SC), Central Indiana, Fairfield County (CT), Rochester (NY) Area, Northwest Arkansas, Sarasota County (FL), and Texas Community Foundations; Porter-Leath Children’s Center, Memphis; Venice (FL) Foundation; Guide Dogs for the Blind; Planned Giving Councils of Western Michigan, Oklahoma, Northwest Indiana, and Greater Cincinnati; Foundation of Jewish Philanthropies (FL); St. Francis Hospital & Medical Center (CT); Baptist Foundation of South Carolina; Alpena (MI) General Hospital; Troy Foundation (OH); Beloit College (WI); Temple Beth El (FL); Ronald McDonald House (IN), Rhode Island Foundation, New England Kurn Hattin Homes for Children, The Boston Foundation, Jewish Federation of Greater Philadelphia, Greater Miami Jewish Federation, Jewish Foundation of West Palm Beach County (FL); Providence Community Health Center (Medford, OR), St. Louis (MO) Children’s Hospital Foundation, Santa Fe Opera, St. Luke’s Health Foundation (ID), Denver Foundation, ECHN Community HealthCare Foundation (CT), and the Greater Miami Jewish Federation. State Street Bank had Natalie speak at their annual conference for their charitable organization-clients.

Estate Planning Councils

Natalie has spoken several times at the national conference of the National Association of Estate Planners and Councils (which awarded her the National Accredited Estate Planner designation), and has given presentations for the Estate Planning Councils of: Birmingham (AL); Fairbanks (Alaska); Central Arizona (AZ); Sacramento (CA); Stanislaus County (CA), Denver (CO); Connecticut, Eastern Connecticut, and Southeastern Connecticut; Delaware; Southwest Florida, Tampa Bay, Martin County, Naples, Northeast Florida, and Central Florida (FL); Atlanta, Columbus, and Savannah (GA); Hoosier Hills and Greater Lafayette (IN); Kansas City (KS); Louisville (KY); Acadiana (LA); North Central Ohio, Cleveland, and Cincinnati (OH); Maine; Baltimore (MD); Bristol County, Essex County, Hampden County, Merrimack Valley, Boston, and Cape Cod (MA); Detroit, Flint, Northeastern Michigan, Western Michigan, and Grand Traverse (MI); Arrowhead (MN); Saint Louis (MO); Bergen County and Southern New Jersey (NJ); New York City, Central New York and Eastern New York (NY); Charlotte, Raleigh-Durham (the Triangle), and Winston-Salem (NC); Red River Valley and Northwest North Dakota (ND); Eugene, Portland, and Southern Oregon (OR); Philadelphia, Central Pennsylvania, Bucks County, Lehigh Valley; and Pittsburgh (PA); Greenville and Columbia (SC); Sioux Falls (SD); Knoxville and Memphis (TN); Dallas (TX); Salt Lake (UT); Connecticut Valley (VT); and Madison (WI).

Banks and Bankers

Natalie has been a multi-year speaker at the American Bankers’ Association National Trust School and Graduate Trust School, and at the MO-KAN (Missouri-Kansas) Bankers’ Annual Conference. Banks that have sponsored Natalie’s professional education seminars for their local professional communities include Cape Cod Bank & Trust Co., Eastern Bank & Trust Co., and First Financial Trust (MA); NationsBank; Mellon Private Asset Management; Legg Mason Trust Co.; Associated Trust Co. (WI); US Trust Co. of New York; First Tennessee Bank; Bank Calumet (IN), KeyBank-McDonald Financial Group (OH), Key Bank (MI); High Point Bank (NC), Diversified Trust Company (GA), Northern Trust and Security National Bank (IA). In addition she has spoken at conferences of the Bankers’ Associations of West Virginia, Virginia, Maine, New Hampshire, New York, North Dakota, and Vermont.

Investment, Insurance and Financial Planning Companies

Merrill Lynch has brought Natalie to cities all across the country for seminars for area professionals and for Merrill’s own financial advisors. Other companies that have sponsored Natalie to speak at seminars for local area professionals who are customers and/or referral sources; or to give in-house training seminars for their own professional staff; or to present at national conferences for their key affiliates; include: Carroll Financial Associates, Charlotte, NC; Sentinel Financial Services; Oppenheimer Funds; Sun America Securities; Commonwealth Equity; Prudential Ins. Co.; Bates Financial Services, Rockford, IL; Financial Network Investment Corp.; 1st Global; Mass. Mutual Life; MetLife; MFS Investment Management; Million Dollar Round Table; LPL Financial Services; John Hancock; CDC-IXIS Asset Management; Society of Financial Services Professionals (Memphis Chapter); New England Fiduciary & Investment Management; Mutual Service Corp.; AIMR; American Express Financial Advisors; Ameritas Life Ins. Co.; Tower Square Securities; Indiana Assoc. of Insurance & Financial Advisors; Morningstar, Inc.; CGU Life Ins. Co. of America; Guardian Life Insurance; GE Life & Annuity Assurance Co.; SII Investments; Pioneer Investments; Edward Jones Professional Education Network; TD Waterhouse; Genworth Financial; Aviva Life Ins. Co.; South Texas Money Management Ltd.; National Financial Partners; Lincoln Financial; AXA Distributors; Mutual of Omaha; Schwab Institutional; USAA; Met Life and Northwestern Mutual. She has given seminars for the Society of Financial Services Professionals chapters of Westchester (NY), Detroit (MI), and Greensboro (NC).

Bar Associations, Law Schools, Legal Education Foundations

Legal education organizations that have hired Natalie include: MICPEL (MD); Indianapolis Continuing Legal Education Foundation; ALI-ABA; ACTEC; Mass. Continuing Legal Education; Virginia CLE; Ohio CLE; Oregon Law Institute; ICLE of Univ. Of Michigan; Philadelphia Bar Institute; State Bar of Wisconsin; Univ. of Iowa College of Law; University of Nebraska College of Law; Western New England College of Law; and Minnesota CLE. Natalie has spoken for the following Bar Associations: Alameda County, Alaska, Boston, Cincinnati, Connecticut, Evansville (IN), Maine, Metropolitan Saint Louis, Minnesota, Monroe County, Nashville (TN), New York State, Oregon State, Philadelphia, Pennsylvania, Washington State, and Worcester County (MA). She has spoken at the national conference of the National Academy of Elder Law Attorneys and for the Boston Probate Forum.

Financial Planning Groups

Natalie has spoken twice at the IAFP’s national convention, the “Success Forum.” She has spoken at the NAPFA Northeast/MidAtlantic conference and several other NAPFA (National Association of Personal Financial Advisors) events. She has spoken at conferences and/or taught seminars for the Greater Boston Chapter of IAFP and the following chapters of the Financial Planning Association (FPA): San Diego, NorCal, and Orange County (CA); Fairfield County and Connecticut (CT); Colorado (CO); National Capital Area (DC); Central Florida and Gulf States (FL); Georgia (GA); Massachusetts (MA); Minnesota (MN), Minneapolis (MN); New Jersey (NJ); Northeastern New York and Upstate New York (NY); the Triangle (NC); Central Ohio and Northeast Ohio (OH); Pennsylvania, Central Pennsylvania, and Pittsburgh (PA); Dallas/Fort Worth (TX); Central Virginia and Hampton Roads (VA); and Puget Sound (WA).

Accounting Profession

Natalie has spoken at the AICPA national meeting, and to the following professional accountancy organizations: Deloitte & Touche; KPMG; California CPA Foundation; Michigan Ass’n of CPAs; University of North Carolina Wilmington Inst. for Taxation; the California CPA Education Foundation (multi-year speaker); and the Peninsula-Silicon Valley (CA), Connecticut, Georgia, Ohio, Kentucky, Maryland, Minnesota, Tennessee, and Virginia Societies of CPAs. She has spoken at a national conference sponsored by BAM Advisor Services for its CPA members.

And more!

Other organizations who have sponsored Natalie’s continuing professional education seminars include the Boston Tax Institute, the Foundation for Continuing Education, the Algonquins, New Century Planners, Merline & Thomas law firm, Suzanne Lewis law office (WY), CLE West, Trust & Estates magazine, Eugene-Springfield (OR) Tax Association, University Conference of University of New Hampshire, Clarion Legal Education, CCI Enterprises, David Vaughan Investments (Peoria, IL), 1st Global, InvestmentNews (NY); Chattanooga Tax Practitioners, WealthCounsel, and the Internal Revenue Service Professional Education Conference for IRS Estate and Gift Tax Attorneys.

8/29/07 7/21/09

Learn more about Natalie Choate by reading her professional biography.