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).*

April 29, 2016

Manhattan Beach, CA
University of California
The 38th Annual CEB-UCLA Estate Planning Institute
“203 Best & Worst Planning Ideas for your Client’s Retirement Benefits”
www.ceb.com

*May 3, 2016

Chicago, IL
Investment News
Retirement Income Summit
“203 Best & Worst Planning Ideas for Your Client’s Retirement Benefits”
Diana Cheruvil
(212) 210-0184

*May 6, 2016

Overland Park, KS
2016 MOKAN Trust Conference
Missouri Bankers Association
“Planning for Retirement Benefits: Recent Developments and Current Trends”
Cheri Messerli
(573) 636-­8151

*May 11, 2016

Plano, TX
The Nautilus Group
(a service of New York Life Insurance Co.)
2016 Nautilus Annual Meeting
“Case Studies in Estate Planning for Retirement Benefits”
Event limited to members/invited guests only

*May 12, 2016

San Antonio, TX
San Antonio CPA Society Meeting
Sponsored by: South Texas Money Management, Ltd.
2­-hour seminar
“Death & Taxes: The Inherited IRA”
“IRAs with Hair: The IRA Emergency Rescue Guide”
For attendance, contact the society

*May 13, 2016

Corpus Christi, TX
Corpus Christi Estate Planning Council Meeting
Sponsored by: South Texas Money Management, Ltd.
2-hour seminar
“Death & Taxes: The Inherited IRA”
“IRAs with Hair: The IRA Emergency Rescue Guide”
For attendance, contact the council

*May 17, 2016

Hartford, CT
Connecticut Estate & Tax Planning Council
Annual Meeting
“When Insurance Products Meet Retirement Plans”
“Case Studies in Estate Planning for Retirement Benefits”
Helene Augustine
(203) 315­-1606

*May 19, 2016

Toledo, OH
Toledo Area Partnership for Philanthropic Planning
2-hour seminar
“Recent Developments in Planning for Retirement Benefits”
“Making Retirement Benefits Payable to Trusts”
http://tappp.org/upcoming-events/

June 1, 2016

Waltham, MA
Boston Tax Institute
The All-day Seminar
bostontaxinstitute.com

*June 3, 2016

Indianapolis, IN
ICLEF
43rd Annual Midwest Estate Tax & Business Planning Institute
2.5 hour seminar
Topics to be determined
Jim Whitesell
(317) 637-9102

*September 12, 2016

Evansville, IN
Evansville Estate Planning Council
4­-hour seminar
Topics to be determined
Marvin Wright
(812) 421-­3211

*September 20, 2016

Baltimore, MD (or suburb)
Baltimore Estate Planning Council Breakfast
2-­hour seminar
Topic(s) to be determined
www.baltimoreepc.org

*October 17, 2016

Madison, WI
The Madison Estate Planning Council
“Lifetime Distribution Strategies for Retirement Benefits”
“Death & Taxes: The Inherited Retirement Plan”
“203 Best & Worst Planning Ideas for your Client’s Retirement Benefits”
“Planning for Retirement Benefits: Recent Developments and Current Trends”
Carol Stang
(608) 203-1231

*November 10, 2016

Santa Fe, NM
Santa Fe Estate Planning Council
4­-hour seminar
Topics to be determined
Carol Neelley
(505) 982-­9251

November 11, 2016

Scottsdale, AZ
Arizona Community Foundation
Tax & Legal Seminar
4-hour seminar
Topics to be determined
Michael Ponzio
(602) 682-2068