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).*

 

September 13, 2017

Indianapolis, IN
ICLEF
“Estate & Distribution Planning for Retirement Benefits:
The Intensive All-day Workshop”
www.iclef.org

*October 27, 2017

San Diego, CA
Southern California Tax & Estate Planning Forum
3 hour-presentation
Topics to be determined
www.clenet.com/AnnualForum

November 14, 2017

Philadelphia, PA
Pennsylvania Bar Institute
“Making Retirement Benefits Payable to Trusts”
“IRA Mistakes and How to Fix Them”
“The 203 Best & Worst Planning Ideas for Your Client’s Retirement Benefits”
www.pbi.org
or
Beverly Hendry
bhendry@pbi.org

December 7, 2017

Plymouth, MI
Michigan Institute of Continuing Legal Education
“Experts in Estate Planning” series
3.5 hour seminar:
“Making Retirement Benefits Payable to Trusts”
“Death and Taxes: The Inherited Retirement Plan”
“IRA Mistakes and How to Fix Them”
“70½! How to minimize, eliminate, calculate, and/or take required minimum distributions”
Jeff Kirkey
(734) 936-3434

January 25–26, 2018

Orlando, FL
52nd Annual Heckerling Institute on Estate Planning
“The Magic Age is 701⁄2!” How to minimize, eliminate, calculate, and/or take RMDs
“Doth Thou Roth?” Everything the estate planner needs to know about Roth retirement plans
www.law.miami.edu/heckerling

*May 10, 2018

Bethlehem, PA
Estate Planning Council of Lehigh Valley
2.25 hour presentation
“IRA Mistakes and How to Fix Them”
“Roth Immersion Workshop”
Event limited to members/invited guests only

*June 1, 2018

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