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).*

December 4, 2015

Omaha, Nebraska
Great Plains Federal Tax Institute
3-hour presentation:
“203 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”

January 25, 2016

Austin, TX
Estate Planning Council of Central Texas
Sponsored by: South Texas Money Management
1-hour seminar:
“Charitable Giving with Retirement Benefits”
Josie Dorris

February 4, 2016

Palm Beach Gardens
Agents Reinsurance Company
2016 Annual ARC Meeting
50-minute presentation
Topic: to be determined
Attendance limited to invited guests only

*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”

*May 3, 2016

Chicago, IL
Investment News
Retirement Income Summit
Topic to be determined
Diana Cheruvil
(212) 210-0184

May 19, 2016

Toledo, OH
Toledo Area Partnership for Philanthropic Planning
2-hour seminar
Topics to be determined

*June 1, 2016

Waltham, MA
Boston Tax Institute
The All-day Seminar

June 3, 2016

Indianapolis, IN
43rd Annual Midwest Estate Tax & Business Planning Institute
2.5 hour seminar
Topics to be determined
Jim Whitesell

*October 17, 2016

Madison, WI
The Madison Estate Planning Council
Topics to be determined
Carol Stang
(608) 203-1231

November 11, 2016

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