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.

*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 webinars not listed here may be offered through Leimberg Information Services and Boston Tax Institute ). Check those sites for current listings.

ALL SEMINARS WILL COVER The SECURE Act as it affects planning for retirement benefits.

Note: Seminars are either “LIVE SEMINAR” (in-person event) or “WEBCAST” (webinar broadcast live via ZOOM or similar platform).

*September 10, 2021

Jewish Federation of Greater Philadelphia

1-hour WEBCAST

“Estate Planning for Retirement Benefits in a Post-SECURE World”

Holli Elgart
215-832-0844

September 12, 2021

Greenbrier Resort, W. Sulphur Springs, WV

ACTEC SouthEast Regional Meeting

LIVE SEMINAR

“Estate Planning for Retirement Benefits: Trust Design and Administration
Now That We Have SECURE Regulations—Not?”
Attendance limited to ACTEC fellows registered for this multi-day conference

*September 21, 2021

Cincinnati Estate Planning Council

2-hour WEBCAST

“Estate Planning for Retirement Benefits in a Post-SECURE World”

Misty Griesinger
513-554-3074

*September 23, 2021

Ketchum, Idaho

Idaho State Bar 2021 Estate Planning Conference

LIVE SEMINAR

“Estate Planning for Retirement Benefits in a Post-SECURE World”
https://isb.idaho.gov/events/event/2021-estate-planning-conference-ketchum/

September 23, 2021

Wealth Counsel

Advanced Estate Planning Summit

WEBCAST

“Making Retirement Benefits Payable to Trusts” (2 hours)

Jennifer Villier
720-464-5777

*September 28, 2021

Boston Tax Institute

WEBCAST

3.5 hours

Estate Planning for Retirement Benefits in a Post-SECURE World: What we know so far
Includes trust income taxation and drafting
https://bostontaxinstitute.com/product/estate-planning-for-retirement-benefits/

October 20, 2021

Community Foundation of Elkhart County
Elkhart County Estate Planning Council

Continuing Education Seminar

WEBCAST

3 hour seminar: Estate Planning for Retirement Benefits in a Post-SECURE World
Trusts as Beneficiaries of Retirement Plans

Attendance limited to members and invited guests only

*October 29, 2021

Tax and Estate Planning Forum

WEBCAST

[The Forum itself is expected to be partly live in San Diego, CA, & partly via remote presentations]

Two presentations:

  • 90 minutes [break] + 60 minutes: Estate Planning for Retirement Benefits in a Post-Secure World. Includes Case Studies and Trust Drafting…and New Regulations if they Exist by then.
  • 60 minutes: Roth Immersion Workshop.

https://thetaxandestateplanningforum.com/

November 2, 2021

National Association of Estate Planners and Councils

Annual Awards Meeting

WEBCAST

1-hour presentation: Topic to be announced.

Attendance limited to invited guests

*January 14, 2022

Orlando, FL

Heckerling Institute on Estate Planning

LIVE SEMINAR

Two 50-minute presentations: Executor’s and Trustee’s Guide to Inherited Retirement Benefits
Topic subject to change if SECURE regulations are issued before 1/14/22

*May 11, 2022

Rye, NH

New Hampshire Estate Planning Council

Annual Dinner & Meeting

LIVE SEMINAR

1-hr presentation: Topic to be announced
Attendance limited to members and invited guests only