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).

*January 14, 2022

Orlando, FL

Heckerling Institute on Estate Planning


9:30 -11:00 a.m.: Estate Planning for Retirement Benefits: What the estate planner can, cannot, must, should, or should not do after SECURE (and in light of “Building Back Better’—if enacted before Heckerling!).”

*April 26, 2022

Boston, MA

Massachusetts Continuing Legal Education, Inc.
23rd Annual Estate Planning Conference 2022

LIVE SEMINAR [Attendance via webcast also available]

1 hour presentation: “Estate Planning for Retirement Benefits in a Post-SECURE World”
To register go to:

*April 28, 2022

Newton, MA

New England ACTEC Fellows Institute


90-minute presentation:
“Estate Planning for Retirement Benefits”
Attendance by invitation only

*May 11, 2022

Rye, NH

New Hampshire Estate Planning Council
Annual Dinner & Meeting


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

*May 18, 2022

Sacramento Estate Planning Forum


3-hour presentation, Estate Planning for Retirement Benefits:
Case Studies: Planning for Real Life Situations under SECURE
Making Retirement Benefits Payable to Trusts
Kate Willcox