194 Best and Worst Planning Ideas For Your Client's Retirement
Time: Registration - 8:00 to 8:30 AM (Reservations requested by May 5th - see below)
Program - 8:30 AM - 11:30 AM with 10 minute breaks built in
Nutter, McClennen & Fish, LLP, Boston, Massachusetts
Natalie Choate's practice is limited to estate planning for retirement benefits. Her book Life and Death Planning for Retirement Benefits has sold over 24,000 copies to estate planning and money management professionals.
Miss Choate has taught professional-level courses in estate planning for ALI-ABA, American College of Trust and Estate Counsel, International Association of Financial Planners, MCLE, the Boston and Massachusetts Bar Associations, and other organizations, and has spoken at the Heckerling, Notre Dame, Heart of America, New England, Southern California, Mississippi, Tennessee, Washington State and Southern Federal Tax Institutes. Her comments on estate planning have been quoted in the Wall Street Journal, Newsweek, Kiplinger's Personal Finance, Forbes, Financial Planning and Financial World.
Continuing Education Credits - Three Hours expected for Attorneys, CPAs, CFPs and Trust Officers. Two hours for Life Insurance professionals.
Location: University Center, Room #1058, University of North Florida, Jacksonville.
Continental Breakfast - Provided and included.
Handouts - available at the meeting and by email. (Ms. Choate often charges $100 for this material.)
