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.
May 14, 2020
Webcast
Northwestern Mutual Life Ins. Co.
Topic to be determined.
Attendance limited to Northwestern Mutual agents and invited guests.
*September 11, 2020
Richmond, VA
Virginia Academy of Elder Law Attorneys
4-hour presentation:
- Recent Developments in Estate Planning for Retirement Benefits:
- SECURE, CARES, new IRS Tables
- Case Studies: Estate Planning for Retirement Benefits after SECURE
- Trusts as Beneficiaries of Retirement Benefits
- Death & Taxes: the Inherited Retirement Plan
Patty McSherry pmcsherry@vaela.org
*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.
*September 17, 2020
Falmouth, ME
Maine Community Foundation
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
*September 24, 2020
Ketchum, ID
Idaho State Bar-Probate Trust & Tax Section
2020 Annual Advanced Estate Planning Conference
90 minute presentation:
Estate Planning for Retirement Benefits: Recent Developments and Current Trends, including SECURE, CARES, and new IRS life expectancy tables.
Teresa Baker 208-334-4500 X8888
September 30, 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
*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 16, 2020
St. Paul, MN
Minnesota Continuing Legal Education
3-hour presentation
- Case Studies: Estate Planning for Retirement Benefits after SECURE
- Trusts as Beneficiaries of Retirement Benefits
Tim Morrow tmorrow@minncle.org
*November 5, 2020
Newton, MA
New England ACTEC
90-minute presentation
Estate Planning for Retirement Benefits after SECURE
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.