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.

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* 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).*

January 12 & 14, 2009
Orlando, FL
U. Of Miami Law School Heckerling Estate Planning Institute
Fundamentals: “What Every Estate Planner Must Know about Estate Planning for Retirement Benefits” (3 hours)
Breakout session, in “Retirement Benefits Focus Series”: “Maximizing Minimums: How to Make the Most of Lifetime Retirement Plan Distributions, Including How to Avoid (Or Fix) Rollover Mistakes.”
For info or to register for the Institute, visit: www.law.miami.edu/heckerling

*February 2, 2009

New Haven, CT
Connecticut Bar Association
Estates and Probate Section
After-dinner seminar
“Making Retirement Benefits Payable to Trusts”
Attendance limited to Section members only

February 24, 2009

Austin & San Antonio, TX
South Texas Money Management Ltd.
2 seminars, one in each city, 1.5 hours each
Topic(s) to be determined

Attendance limited to invited guests

 

March 31, 2009
New York, NY
Investment News/Craig Communications
Retirement Income Summit
1.5 hour seminar
“Maximize Your Minimums: Tax-Wise Planning for Lifetime Retirement Plan Distributions”
Abby Salameh
212-210-0466

 

May 6, 2009
New York, NY
Estate Planning Council of New York
2009 Estate Planners’ Day
2-hour seminar
Topic(s) to be determined
Peter Culver
212-922-4520