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).*


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

*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”