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!
*An asterisk 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.
Additional Natalie Choate pre-recorded webinars not listed here may be offered through Leimberg Information Services and Boston Tax Institute ). Check those sites for current listings.
Note: Seminars are either “LIVE SEMINAR” (in-person event) or “WEBCAST” (webinar broadcast). A webcast is a “live”-type video via Zoom or similar platform unless it is noted as “audio-plus-slides” in which case there is no live video, just voice/audio with some form of prepared visuals. If a “live seminar” has a remote-attendance option that is noted.
March 20, 2024
Greater North Shore Estate & Financial Planning Council
3-hour webcast
“Estate Planning for Retirement Benefits in a post-SECURE world”
“Making Retirement Benefits Payable to Trusts”
“Death and Taxes: The Inherited Retirement Plan”
For info visit: https://www.gnsefpc.org/Calendar
Or contact: gnsefpc@navandassoc.com
*April 4, 2024
ACTEC New England Fellows Institute
Newton, Massachusetts
1.5 hours in-person presentation
“Estate Planning for Retirement Benefits”
Attendance limited to invited guests.
*May 6, 2024
Connecticut Bar Association
Estates and Probate Section
Webcast, 1.5 hours
“Estate Planning for Retirement Benefits”
Limited to members and invited guests only
*May 31, 2024
Boston Tax Institute
Live video webcast
9:00 a.m.–12:30 p.m. Eastern time
“Estate Planning for Retirement Benefits after SECURE and SECURE 2.0”
For information or to register visit:
BostonTaxInstitute.com or email seminars@BostonTaxInstitute.com
*November 5, 2024
Oregon Community Foundation
Live video webcast 1.5 hours
“Charitable Giving with Retirement Benefits”
For information or to register visit: https://oregoncf.org/for-professional-advisors/events-and-news/charitable-giving-with-retirement-benefits/