Natalie Choate on Estate Planning for Retirement Benefits
8:00 AM BREAKFAST & NETWORKING
8:30 AM PROGRAM BEGINS
11:15 AM PROGRAM ENDS
TOPIC: Natalie Choate on Estate Planning for Retirement Benefits
SPONSOR: Glenmede
Join national speaker, Natalie Choate, who literally wrote the book on retirement benefits in estate planning, as she shares cutting edge knowledge and case studies on incorporating retirement benefits into estate planning, inherited retirement plans, and retirement plans payable to trusts. With the SECURE Act passed by the House and a similar bill pending in the Senate you need to know how to advise clients in the face of changing rules to retirement plan distributions.
This program has been submitted for approval by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 3.0 hours of total CLE credit. Of these, 0 qualify as hours of credit for ethics/professionalism, and 0 qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law, municipal court law, and/or matrimonial law.
CFP and CPA continuing education credit will be offered for this presentation.
Deirdre R. Wheatley-Liss, Esq.
First Vice President
Program Chairperson
No Fee for Members
Guest Fee $99.00
Pay below online or pay by Check or Credit Card at the Door (Amex accepted at the door)
Please respond by Monday, September 16, 2019 Web www.EPCNNJ.org
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P.O. Box 855
Bernardsville, NJ 07924
