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.


October 26, 2023

Charlotte Estate Planning Council

WEBCAST

3-hour presentation

“Estate Planning for Retirement Benefits under the New RMD Rules”
“IRA Mistakes and How to Fix Them”

For info contact: info@charlotteepc.org


*November 3, 2023

Boston Tax Institute

WEBCAST

4-hour presentation 9:00 a.m.-12:30 p.m. ET

“Estate Planning for Retirement Benefits after SECURE & SECURE 2.0”

For info visit: Estate Planning for Retirement Benefits after SECURE & SECURE 2.0 Live Video Conference – Boston Tax Institute, LTD


November 7, 2023

Philadelphia Estate Planning Council

WEBCAST

1-hour presentation

“Death & Taxes: The Inherited Retirement Plan”

For info contact: denise@neffdowning.com


January 8-12, 2024

58th Annual Heckerling Institute on Estate Planning

Orlando, FL

LIVE seminar

58th Annual Heckerling Institute on Estate Planning

Date, time, topic, to be determined

https://heckerlinginstitute.law.miami.edu/


March 20, 2024

Greater North Shore estate & Financial Planning Council

WEBCAST

2-hour presentation

Recent developments, from SECURE to today, including:

“Making Retirement Benefits Payable to Trusts”

“Death and Taxes: The Inherited Retirement Plan”

For info visit: Greater North Shore Estate & Financial Planning Council – Secure Act 1.0 / 2.0 (gnsefpc.org)

Or contact: gnsefpc@navandassoc.com