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