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.
