Retirement Planning Workshop by Natalie B. Choate, Esq.

Retirement Planning Workshop by Natalie B. Choate, Esq.

Regular price $399.00

Presented by: Natalie B. Choate, Esq.

This is an intensive course designed for professionals who are experienced in general estate planning and wish to add to their expertise with in-depth knowledge of how to integrate retirement benefits into clients’ estate plans.

Material covered includes:

  • Understanding the Minimum Distribution Rules
  • Case Studies in Estate Planning for Retirement Benefits
  • Charitable Giving with Retirement Benefits
  • Death and Taxes: The Inherited Retirement Plan
  • Making Retirement Benefits Payable to Trusts
  • Mistakes and How to Fix Them

Also Included:

Precursor - The Life Cycle of a Retirement Account present by Alvi Aggarwal

CLE: up to 7.0 general credits

States Pre-Approved: AR, CA, NJ, NY, OK, PA, VT (AK, AZ, CT, MO, NH, TX eligible to claim self-study credit)

States Pending Approval: CO, FL, GA, IL, NC, OH, OR, UT, WA

We will supply you with the information needed to apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance. 


More from this collection