13th Annual Estate Planning Seminar for Professional Advisors
Date: Friday, May 23, 2014
Time: 8:30 AM - 12:30pm
Location: Hermitage Centre, 1801 Hermitage Blvd.
Speaker: Natalie B. Choate
Natalie Choate, America's leading speaker on estate and distribution planning for retirement, will be this year's featured speaker. She has taught hundreds of seminars to both professional and nonprofessional audiences who want to get the most out of their IRAs, 401(k)s and othe retirement plans. The Tallahassee Regional Estate Planning Council and the Community Foundation of North Florida are excited to bring Miss Choate's dynamic speaking style and expertise to Tallahassee. Please see the attached seminar brochure for Natalie Choate's bio, program descriptions, seminar fees and registration form.
Seminar topics will include:
- Case Studies in Estate Planning for Retirement Benefits
- The 201 Best & Worst Planning Ideas for Your Client’s Retirement Benefits
- Planning for Retirement Benefits: Recent Developments & Current Trends
Attorney, CFP, CPA & Insurance Professional continuing education credits have been applied for.