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.
*June 1, 2021
InterActive Legal Services
1.5 hour webinar
Estate Planning for Retirement Benefits in a Post-SECURE World: What we know so far
Attendance limited to ILS members
*June 4, 2021
Boston Tax Institute
3.5 hours webinar (4 hours credit)
Estate Planning for Retirement Benefits in a Post-SECURE World: What we know so far
Includes trust income taxation and drafting
To register or for more info visit:
https://bostontaxinstitute.com/product/estate-planning-and-drafting-for-retirement-benefits-after-the-secure-act-on-demand-seminar/
*June, 8, 2021
Hyannisport, MA
Estate Planning Council of Cape Cod
LIVE IN-PERSON SEMINAR!
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 12, 2021
ACTEC SouthEast Regional Meeting
Greenbrier Resort, W. Sulphur Springs, WV
LIVE IN-PERSON SEMINAR!
Estate Planning for Retirement Benefits in a post-SECURE World
Attendance limited to ACTEC fellows registered for this multi-day conference
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