Natalie Choate’s Speaking Schedule
Here are all my currently booked seminars, by date and location. 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.
ALL SEMINARS AND WEBINARS WILL INCLUDE FINAL IRS SECURE AND PROPOSED SECURE 2.0 RMD REGULATIONS ISSUED JULY 2024
Topics may be subject to change.
April 16, 2026
American College of Trust and Estate Counsel
New England Fellows Institute
“Estate Planning for Retirement Accounts”
Newton, MA
2:00–3:30 p.m. EDT
Live in person presentation
Attendance limited to invitees only
May 15, 2026
Estate Planning Council of Central New York
“Trust Planning for IRAs”
12:30–2:00 p.m. EDT
Live video/remote presentation at EPC luncheon meeting
Attendance limited to invitees only
May 29, 2026
Boston Tax Institute
“Estate Planning for Retirement Benefits under SECURE, SECURE 2.0, final and proposed regs.”
Live video webcast
9:00 a.m.–12:30 p.m. Eastern time
To register visit: Boston Tax Institute
or email seminars@BostonTaxInstitute.com
View the Boston Tax Institute Conference Calendar.