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.

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January 16, 2026

60^th Annual Heckerling Institute on Estate Planning

“Pre- and Post-mortem compliance and planning opportunities for the inherited IRA under IRS FINAL RMD Regs: A Roadmap for Executors, Trustees, and Beneficiaries”

Live in-person seminar (may offer a remote attendance option)
Orlando, FL
1.5 hours

Sponsor: University of Miami Law School

https://heckerlinginstitute.law.miami.edu

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