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).*

*April 24, 2017

Chicago, IL
Investment News
2017 Retirement Income Summit
“70½! How to minimize, eliminate, calculate, and/or take required minimum distributions”

April 28, 2017

Manhattan Beach, CA
University of California
The 38th Annual CEB-UCLA Estate Planning Institute
“Making Retirement Benefits Payable to Trusts”
www.ceb.com

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

May 5, 2017

Augusta, ME
Maine State Bar Association
Elder Law and Estate Planning Institute 2017
3-hour seminar
“Case Studies in Estate Planning for Retirement Benefits”
“Making Retirement Benefits Payable to Trusts”
“Death and Taxes: The Inherited IRA”
Linda Morin-Pasco
(207) 622-7554

*May 11, 2017

Meriden, CT
Connecticut Chapter of the National
Academy of Elder Law Attorneys (NAELA)
4-hour seminar:
“Understanding the Minimum Distribution Rules”
“Making Retirement Benefits Payable to Trusts”
“When Insurance Products Meet Retirement Plans”
“Death and Taxes: The Inherited Retirement Plan”
Bill O’Connor
(860) 677-2254

June 2, 2017

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

June 13, 2017

Akron, OH
3-hour seminar
“Charitable Giving with Retirement Benefits”
“IRA Mistakes and How to Fix Them”
“203 Best & Worst Planning Ideas for Your Client’s Retirement Benefits”
Laura Fink
(330) 436-5611

September 13, 2017

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