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 12, 2016

Evansville, IN
Evansville Estate Planning Council
4­-hour seminar
“Case Studies in Estate Planning for Retirement Benefits”
“Charitable Giving with Retirement Benefits”
“Death & Taxes: The Inherited Retirement Plan”
“Recent Developments and Current Trends”
Marvin Wright
(812) 421-­3211

*September 20, 2016

Timonium, MD
Baltimore Estate Planning Council Breakfast
2-hour seminar
“When Insurance Products Meet Retirement Plans”
“Making Retirement Benefits Payable to Trusts”
www.baltimoreepc.org

October 17, 2016

Madison, WI
The Madison Estate Planning Council
“Lifetime Distribution Strategies for Retirement Benefits”
“Death & Taxes: The Inherited Retirement Plan”
“203 Best & Worst Planning Ideas for your Client’s Retirement Benefits”
“Planning for Retirement Benefits: Recent Developments and Current Trends”
Carol Stang
(608) 203-1231

*October 18, 2016

Elkhart Lake, WI
Financial Planning Association of Wisconsin
Topics to be determined
(608) 246-9001
info@fpawi.org

*October 27, 2016

South Bend, IN
Notre Dame Tax & Estate Planning Institute
1 hour presentation:
“Death & Taxes: The Inherited IRA”
To see brochure and for registration info see:
http://lawprofessors.typepad.com/files/nd_taxestate_oct2016-final-brochure-2.pdf

*November 10, 2016

Santa Fe, NM
Santa Fe Estate Planning Council
4-hour seminar
“Understanding the Minimum Distribution Rules”
“Case Studies in Estate Planning for Retirement Benefits”
“203 Best & Worst Planning Ideas for your Client’s Retirement Benefits”
“Making Retirement Benefits Payable to Trusts”
Carol Neelley
(505) 982-9251

*November 11, 2016

Scottsdale, AZ
Arizona Community Foundation
Tax & Legal Seminar
4-hour seminar
“Case Studies in Estate Planning for Retirement Benefits”
“Charitable Giving with Retirement Benefits”
“203 Best & Worst Planning Ideas for your Client’s Retirement Benefits”
“Making Retirement Benefits Payable to Trusts”
Michael Ponzio
(602) 682-2068

*December 7, 2016

Memphis, TN
Community Foundation of Greater Memphis
2016 Allied Professionals Planning Conference
“Estate & Distribution Planning for Retirement Benefits:
The Intensive All-day Workshop”
Frank B. Horrell
(901) 722-0027

*February 16, 2017

Little Rock, AR
Arkansas Bar Association Probate & Trust Section
“Estate & Distribution Planning for Retirement Benefits:
The Intensive All-day Workshop”
Dee Davenport
(501) 907-0313

*May 4, 2017

Asheville, NC
Community Foundation of Western North Carolina
“IRAs with Hair (IRA Mistakes and How to Fix Them)”
“Case Studies in Estate Planning for Retirement Benefits”
“Charitable Giving with Retirement Benefits”
“Death & Taxes: The Inherited Retirement Plan”
www.cfwnc.org

*June 2, 2017

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