The Tallahassee Regional Estate Planning Council and the Community Foundation of North Florida are excited to announce America’s leading speaker on estate and distribution planning for retirement benefits, Natalie Choate, will be this year’s speaker at the 13th Annual May Estate Planning Seminar for Professional Advisors. The Seminar will be held at the Hermitage Centre on Friday, May 23. Please visit www.trepc.org for more information on Natalie Choate and the program.
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.
