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.
Additional Natalie Choate webinars not listed here may be offered through Leimberg Information Services and Boston Tax Institute ). Check those sites for current listings.
ALL 2020 SEMINARS WILL COVER these major new developments as they affect planning for retirement benefits: The SECURE Act 2019, CARES Act 2020, and new IRS life expectancy tables for computing RMDs.
NOTE: MANY PREVIOUSLY SCHEDULED SEMINARS HAVE BEEN RESCHEDULED, CANCELLED OR CONVERTED TO WEBINARS.
July 16, 2020
Wealth Counsel conference: “2020 in Focus: Advanced Topics in Estate
Planning”
Webinar: “Recent Developments in Planning for Retirement Benefits: CARES & SECURE”
Contact at Wealth Counsel: Jenny Villier 720-464-5777
September 3, 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 and CARES effect on RMD planning.
Jim Susman 314-997-3390
September 12, 2020
White Sulphur Spring, WV
ACTEC Southeast Regional Fall Meeting
1-hour presentation: Estate Planning for Retirement Benefits after SECURE
Attendance limited to ACTEC fellows registered for this meeting.
October 6, 2020
New Orleans, LA
Jewish Endowment Foundation of Louisiana
1.5-2.0 hour presentation
Estate Planning for Retirement Benefits: Recent Developments, including SECURE and CARES.
Patti Lengsfield patti@jefno.org
*October 14, 2020
Eastern Connecticut Tax & Estate Planning Council
Webinar 75 minutes
Details will be provided later
*October 16, 2020
St. Paul, MN
Minnesota Continuing Legal Education
3-hour presentation, expected to convert to webinar from live seminar
- Case Studies: Estate Planning for Retirement Benefits after SECURE
- Trusts as Beneficiaries of Retirement Benefits
Tim Morrow tmorrow@minncle.org
*October 22, 2020
Atlanta, GA
NAPFA (National Association of Personal Financial Advisors)
2.5 hour presentation, being converted from live seminar to webinar
Topic(s) to be determined
Kristin Keith KeithK@napfa.org
*November 5, 2020 (formerly 11/6/20)
Philadelphia, PA
Pennsylvania Bar Institute event: Estate Law Institute
3.5 hour webinar (originally planned as live seminar)
Planning for Retirement Benefits: SECURE and other recent Developments
Case Studies in Estate Planning for Retirement Benefits after SECURE
Charitable Giving with Retirement Benefits
*November 10, 2020
National Association of Estate Planners and Councils (NAEPC) Annual Meeting
Webinar. Details to be announced.
*November 12, 2020 (formerly 9/17/2020)
Maine Community Foundation
Webinar. (Changed from live seminar)
2-hour presentation
- Case Studies: Estate Planning for Retirement Benefits after SECURE
- Charitable Giving with Retirement Benefits–lifetime and at death, including SECURE and CARES impact
Attendance limited to invited guests.
January 15, 2021
Orlando, FL
Heckerling Institute on Estate Planning
Estate Planning & Trust Drafting for Retirement Benefits in a post-SECURE World: What to Do and How to Do it.