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).*

*May 13-14, 2019

Austin, TX

NAPFA [National Association of Personal Financial Advisors] Spring Conference
Monday May 13, 1:00-4:00 p.m.: “Roth Planning, Charitable Planning, and 190 Other Best and Worst Planning Ideas for Your Clients’ Retirement Benefits.” (Pre-conference seminar)

Tuesday May 14, 9:45-10:45 breakout session: “Retirement Benefits and Trusts.”

*June 11, 2019

Randolph, MA

Boston Tax Institute
“Estate & Distribution Planning for Retirement Benefits:
The Intensive All-day Workshop”
www.bostontaxinstitute.com

*August 2, 2019

Boston, MA

WealthCounsel LLC
2.5 hour presentation as part of “Symposium 2019”:

“Case Studies in Estate Planning for Retirement Benefits”

“Death and Taxes: The Inherited Retirement Plan”

Monica Comfort
(888) 659-4069

*September 6, 2019

Indianapolis, IN

Indiana Continuing Legal Ed. Forum (ICLEF)
“The All-day Seminar: Estate & Distribution Planning for Retirement Benefits,” with emphasis on practical solutions, fine points often overlooked, and recent developments

Jim Whitesell
jim@iclef.org

*September 20, 2019

Morristown, NJ

Estate Planning Council of Northern New Jersey
3-hour seminar:
“Case Studies in Estate Planning for Retirement Benefits”
“Making Retirement Benefits Payable to Trusts”
“Death and Taxes: The Inherited Retirement Plan”

Lesley Draper
(917) 576-1569

*October 16, 2019

Fargo, ND

Red River Valley Estate Planning Council
4-hour seminar: “Estate and Distribution Planning for Retirement Benefits,” including “Charitable Giving with Retirement Benefits” and “Making Retirement Benefits Payable to Trusts”

Event is limited to members and invited guests only.

*November 6, 2019

Milwaukee, WI

Milwaukee Estate Planning Council
2-hour seminar: “Making Retirement Benefits Payable to Trusts”

Kelly Dancy
(414) 751-7531

*January 16-17, 2020

Orlando, FL

54th Annual Heckerling Institute on Estate Planning
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