The Lifecycle of Retirement Benefits with Natalie Choate

Date: Monday, October 17, 2016
Time: 12:30pm - 6:00pm
Location: Monona Terrace Community and Convention Center, Madison, WI
Speaker: Natalie Choate

Registration will begin at 12:30. 

The event will conclude at 5:00 pm with cocktails to follow until 6:00 pm. 

Agenda

  • 12:30 – 1:00 Registration
  • 1:00-1:10 Welcome
  • 1:10 – 2:00 Lifetime Distribution Strategies for Retirement Benefits
  • 2:00 – 2:50 Death and Taxes: The Inherited Retirement Plan
  • 2:50 – 3:00 Break
  • 3:00 – 4:00 The 201 Best & Worst Planning Ideas for Your Client’s Retirement Benefits
  • 4:00 – 5:00 Planning for Retirement Benefits: Recent Developments and Current Trends
  • 5:00 – 6:00 Reception – Cash bar, hors d’oeuvres provided

Cost is $85

Read about Natalie Choate here https://www.ataxplan.com/about-natalie-choate/.

Registration is now closed.

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