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).*

July 30, 2015

Kiawah Island, SC
North Carolina Bar Association
36th Annual Estate
Planning & Fiduciary Law Program
1.5 hour presentation:
“201 Best & Worst Planning Ideas for your Client’s Retirement Benefits”
“Charitable Giving with Retirement Benefits”
Tina Hughes
919-657-1556

*September 9, 2015

Knoxville, TN
East Tennessee Financial Planning Association
Four-hour morning seminar
“Making Retirement Benefits Payable to Trusts”
“Case Studies in Estate Planning for Retirement Benefits”
“Death & Taxes: The Inherited Retirement Plan”
“201 Best & Worst Planning Ideas for your Client’s Retirement Benefits”
www.fpaetn.org

*September 17, 2015

South Bend, IN
Notre Dame Tax & Estate Planning Institute
One-hour presentation:
“201 Best & Worst Planning Ideas for your Client’s Retirement Benefits”
Watch your mailbox for announcement/invitation

*October 5, 2015

Rosemont, IL
Northwestern Mutual Wealth Management Co.
2.5-hour presentation:
“201 Best & Worst Planning Ideas for your Client’s Retirement Benefits”
Attendance limited to invited guests only

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 20, 2015

Albany, NY
Estate Planning Council of Eastern NY
2-hour seminar
“201 Best & Worst Planning Ideas for your Client’s Retirement Benefits”
www.epceasternnewyork.org

*October 22, 2015

Atlanta, GA
Southern Federal Tax Institute
50th Anniversary
“Making Retirement Benefits Payable to Trusts”
www.sfti.org

October 23, 2015

Missoula, Montana
63rd Montana Tax Institute
1 hr: “IRAs with Hair: What to do with an IRA that has a Shady Past”

*October 24, 2015

San Diego, CA
Southern California Tax & Estate Planning Forum
3-hour presentation:
“Recent Developments & Current Trends”
“Roth Immersion: Everything the professional advisor needs to know to help clients with their Roth retirement plans”
“Death & Taxes: The Inherited Retirement Plan”
www.clenet.com

October 26, 2015

Honolulu, HI
Hawaii State Bar Association
“Estate and Distribution Planning for Retirement Benefits:
The Intensive All-Day Workshop”
Neal Gota
808-535-5626

*November 5, 2015

Dallas, TX
Dallas Estate Planning Council
2-hour morning seminar
“How to do Estate Planning for Retirement Benefits”
“Recent Developments and Current Trends”
Teresa Moore, Exec. Director
(214) 340-8020

*November 6, 2015

Birmingham, AL
Alliance of Comprehensive Planners
Conference “ACP 2015”
2-hour presentation:
“Lifetime Distribution Strategies for Retirement Benefits”
“Case Studies in Estate Planning for Retirement Benefits”
www.acplanners.org

*November 17, 2015

Boston, MA
AICPA Sophisticated Tax Planning Conference
75-minute presentation:
“Retirement Benefits and the High-Income Client”
www.aicpa.org

*December 4, 2015

Omaha, Nebraska
Great Plains Federal Tax Institute
3-hour presentation:
“201 Best & Worst Planning Ideas for your Client’s Retirement Benefits” (2 hours)
“Making Retirement Benefits Payable to Trusts” (1 hour)
Nick Taylor
(402) 348-3940

*December 8, 2015

Minneapolis (Brooklyn Center), MN
Minnesota Society of CPAs
61st Annual MNCPA Tax Conference
3+ hours presentation:
“When Insurance Products Meet Retirement Plans” (50 minutes)
“Case Studies in Estate Planning for Retirement Benefits” (75 minutes)
“Death & Taxes: The Inherited Retirement Plan” (75 minutes)
Lynn Kletscher, Director of Education
(952) 885-5513

*January 14-15, 2016

Orlando, FL
50th Annual Heckerling Institute on Estate Planning

January 14th: 3-hour seminar, “IRD meets DNI: Everything You Need to Know about Trusts Named as Beneficiary of Retirement Benefits.”

January 15th: 1-hour presentation: “Estate Planning for Retirement Benefits: A Step-by-Step How-to-Do-it Manual for Practitioners”
http://www.law.miami.edu/heckerling/