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 20, 2019

Morristown, NJ

Estate Planning Council of Northern New Jersey
3-hour seminar:
“Case Studies in Estate Planning for Retirement Benefits”
“Making Retirement Benefits Payable to Trusts”
“Death and Taxes: The Inherited Retirement Plan”

Lesley Draper
(917) 576-1569

*October 16, 2019

Fargo, ND

Red River Valley Estate Planning Council
4-hour seminar: “Estate and Distribution Planning for Retirement Benefits,” including “Charitable Giving with Retirement Benefits” and “Making Retirement Benefits Payable to Trusts”

Event is limited to members and invited guests only.

*November 6, 2019

Milwaukee, WI

Milwaukee Estate Planning Council
2-hour seminar: “Making Retirement Benefits Payable to Trusts”

Kelly Dancy
(414) 751-7531

*January 16-17, 2020

Orlando, FL

54th Annual Heckerling Institute on Estate Planning
90-minute workshop: “What Executors, Trustees, and Beneficiaries Must Know about Inherited Retirement Benefits.”

50-minute lecture: “How Charitable Giving with Retirement Benefits Can Help Your Charitable and Human Beneficiaries.”

For more info or to register, visit:

*March 7, 2020

Boca Raton, FL

American College of Trust & Estate Counsel (ACTEC)
Annual meeting: Panel Seminar on Planning for Retirement
Attendance limited to ACTEC fellows registered for this meeting