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.

*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.

ALL 2020 SEMINARS WILL COVER SECURE: WHAT IT SAYS, WHAT IT DOES, AND WHAT IT MEANS FOR OUR CLIENTS’ RETIREMENT BENEFITS AND ESTATE PLANS.

*January 16-17, 2020

Orlando, FL

54th Annual Heckerling Institute on Estate Planning

*LAST MINUTE ADDITION: 45-minute presentation: SECURE: What it Means for Our Clients’ Estate Plans

  • 90-minute workshop: “What Executors, Trustees, and Beneficiaries Must Know about Inherited Retirement Benefits.”
  • 50-minute lecture: “How Charitable Giving with Retirement Benefits Can Help Your Charitable and Human Beneficiaries.”

For more info or to register, visit:
https://www.law.miami.edu/heckerling

March 7, 2020

Boca Raton, FL

American College of Trust & Estate Counsel (ACTEC)
Annual meeting: Panel Seminar on Planning for Retirement
Attendance limited to ACTEC fellows registered for this meeting

*April 24, 2020

Fort Lauderdale, FL

American Academy of Estate Planning Lawyers

4 hour presentation:

  • SECURE: Case Studies in Estate Planning for Retirement Benefits
  • Trusts as Beneficiaries of Retirement Benefits—before and after SECURE
  • IRA Mistakes and How to Fix Them
  • Death and Taxes: the Inherited Retirement Plan

To see if you qualify to attend, email info@aaepa.com

*April 28, 2020

Grand Rapids, Michigan

Western Michigan Estate Planning Council

  • 2-3 hour presentation:
  • 70-1⁄2, er-r-r, 72: How to compute, pay, minimize or avoid lifetime RMDs
  • Charitable Giving with Retirement Benefits
  • SECURE: What it Means for Our Clients’ Estate Plans

Jeanna Post
616-821-0446

May 14, 2020

Nationwide webcast

Northwestern Mutual Life Ins. Co.
Topic to be determined
Attendance limited to Northwestern Mutual agents and invited guests

June 5, 2020

Waltham, MA

Boston Tax Institute
“The All-day Seminar”

Lou Gauthier
617-698-1833

September 30, 2020

Chesterfield, MO

Financial Planning Association of Greater St. Louis

1.5 hour presentation: “The 201 Best & Worst Planning Ideas for Your Client’s Retirement Benefits”
Includes SECURE! What it Means for Our Clients’ Estate Plans

Jim Susman
314-997-3390