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.

ALL SEMINARS ARE “VIRTUAL” via Zoom or similar service unless otherwise noted.

*April 22, 2021

Silicon Valley Bar Association
San Jose, CA

1.5 hour webinar: Estate Planning for Retirement Benefits in a post-SECURE
World

Huma Ellahie
408-579-1282

April 27, 2021

Massachusetts Continuing Legal Education Inc (MCLE)

Estate Planning Institute

1 hour: Making Retirement Benefits Payable to Trusts

Visit mcle.org for details or to register

April 28, 2021

Merrill Lynch Wealth Management–San Diego

One hour webinar

Topic: Estate Planning for Retirement Benefits in a post-SECURE World

Attendance limited to invited guests only.

May 6, 2021

The 2021 Heckerling Institute on Estate Planning

Special 2-hour presentation: Estate Planning & Trust Drafting for Retirement Benefits in a post-SECURE World: What to Do and How to Do it

https://www.law.miami.edu/heckerling

*May 14, 2021

Austin Bar Association Estate Planning & Probate Section
Austin, TX

Annual All-Day CLE Event
2-hour presentation: Topic to be announced

Event limited to members/invited guests only

*May 20, 2021

Akron Community Foundation
Akron, OH

2-hour seminar:
Case Studies in Estate Planning for Retirement Benefits
Making Retirement Benefits Payable to Trusts

Laura Fink
330-436-5611

June, 8, 2021

Hyannisport, MA

Estate Planning Council of Cape Cod

(Not determined whether this seminar will be live or virtual)

3-hour seminar:

  • Planning for Retirement Benefits: SECURE and other recent Developments
  • Case Studies in Estate Planning for Retirement Benefits
  • Making Retirement Benefits Payable to Trusts

For info, contact: admin@epccc.org
or Carolyn Andersen
774-763-6590

June 11, 2021

Colorado Bar Association Continuing Legal Education

1.25 hour presentation (webinar)

Planning for Retirement Benefits: SECURE and other recent Developments

Kendra Yates
kyates@cobar.org

*June 14, 2021

Minnesota Society of CPAs
Bloomington MN

MNCPA Estate and Personal Financial Planning Conference

Two 50-minute sessions back to back:

  • Estate Planning for Retirement Benefits in a post-SECURE World

  • Best & Worst Planning Ideas for Retirement Benefits

Deb Griffith
952-885-5509

*June 24, 2021

NAPFA (National Assoc. Of Personal Financial Advisors)
NAPFA Spring 2021 National Conference

The 200+ Best & Worst Planning Ideas for Retirement Benefits in a Post-
SECURE World

Kristin Keith
847-483-5400 X 105

September 23, 2021

Wealth Counsel

Advanced Estate Planning Summit

2 hours: Making Retirement Benefits Payable to Trusts

Jennifer Villier
720-464-5777

*October 20, 2021

Community Foundation of Elkhart County
Elkhart County Estate Planning Council

Continuing Education Seminar
3 hour seminar: Estate Planning for Retirement Benefits in a Post-SECURE World

Attendance limited to members and invited guests only

*November 2, 2021

National Association of Estate Planners and Councils

Annual Awards Meeting

1-hour presentation: Topic to be announced.

Attendance limited to invited guests