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).*
July 29, 2010
Atlanta, GA
National Association of Personal Financial Advisors
NAPFA Core Conference
4-hour seminar; topics to be announced
Robin Gemeinhardt
847-483-5400 x 105
August 20, 2010
Chicago, IL
National Academy of Elder Law Attorneys (NAELA)
5th Annual Council of Advanced Practitioners Conference
All-day event, including
“194 Best & Worst Planning Ideas”
“Recent Developments & Current Trends”
“Making Retirement Benefits Payable to Trusts”
“Death & Taxes: The Inherited Retirement Plan”
Casey Anderson
703-942-5711 x 7
September 2, 2010
Dallas, TX, or nearby
Dallas Estate Planning Council
2-hour seminar
“Roth-Ready for 2010—and Beyond!”
Teresa Moore
214-340-8020
September 24, 2010
Kansas City, MO
Cambridge Investment Research, Inc.
Cambridge National Conference
Two one-hour seminars:
General session: “Lifetime Distribution Strategies for Your Client’s Retirement Benefits”
Breakout session: “Case Studies in Retirement Benefits”
Private event; by invitation only
September 30, 2010
Atlanta, GA
Southern Federal Tax Institute
1.25-hour seminar
“Everything the Estate Planner Needs to Know about Roth Plans”
www.sfti.org
*October 28, 2010
South Bend, IN
Notre Dame Tax & Estate Planning Institute
“New Developments in Estate & Distribution Planning for Retirement Benefits”
“What You Don’t Know about the Minimum Distribution Rules”
www.nd.edu
Dawn Boulac
(574) 631-2616
October 29, 2010
Detroit, MI
Cambridge Investment Research, Inc.
Cambridge Wealth Management Performance Solutions Workshop
“Estate & Distribution Planning for Retirement Benefits: The Four-Hour Seminar”
Includes:
“Understanding the Minimum Distribution Rules”
“Case Studies in Retirement Benefits”
“194 Best & Worst Planning Ideas”
“Recent Developments & Current Trends”
Private event; by invitation only
*November 12, 2010
Philadelphia, PA
Philadelphia Bar Institute
3.5 hour seminar
Roth-Ready
When Insurance Products Meet Retirement Plans
Qualified Personal Residence Trusts
December 7, 2010
Harrisburg, PA
Financial Planning Association of Central Pennsylvania
3-hour seminar
Topics to be announced
Lauren Scheib
717-668-2703
January 10-14, 2011
Orlando, FL
Heckerling Estate Planning Institute of the University of Miami Law School
“QPRTs: Don’t Give Home Without One!”
…plus, “50 Ways to Leave Your QPRT!”
www.law.miami.edu/heckerling/
*May 10, 2011
Jacksonville, FL
Estate Planning Council of Northeast Florida
3-hour seminar
“194 Best & Worst Planning Ideas for Your Client’s Retirement Benefits”
Terri Venters
904-403-1556
*December 1, 2011
Memphis, TN
Community Foundation of Greater Memphis
4-hour seminar
Topics to be determined
Frank Horrell
901-722-0027