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DTSTART:20190920T120000Z
DTEND:20190920T151500Z
LOCATION:The Madison Hotel, One Convent Rd. Morristown, NJ
UID:1808120190920T120000ZNatalie Choate on Estate Planning for Retirement Benefits
DTSTAMP:20260504T135854Z
DESCRIPTION:\n8:00 AM      BREAKFAST & NETWORKING                    \n \n8:30 AM      PROGRAM BEGINS                                                         \n \n11:15 AM    PROGRAM ENDS                        \n \n                                         \n \n            \n \n            \n \nTOPIC:           Natalie Choate on Estate Planning for Retirement Benefits\n \n \n \nSPONSOR:     Glenmede\n \n \n \n                \n \nJoin 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.\n \n \n \n \n \nThis 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.\n \n \n \nCFP and CPA continuing education credit will be offered for this presentation.\n \n \n \n \n \n \n \n                                                                                                                                                \n \n                                                                                                  Deirdre R. Wheatley-Liss, Esq.\n \n                                                                                                                                          First Vice President\n \n                                                                                                                                          Program Chairperson\n \n \n \n \n \nNo Fee for Members\n \nGuest Fee $99.00\n \nPay below online or pay by Check or Credit Card at the Door (Amex accepted at the door)\n \n \n \n \n \n \n \nPlease respond by Monday, September 16, 2019                          Web     [www.EPCNNJ.org](http://www.epcnnj.org/)\n \n                                                                                                       Email   EPCNNJ.Laura@gmail.com\n \n                                                                                                             Mail    EPCNNJ, Inc.\n \n                                                                                                                        P.O. Box 855\n \n                                                                                                                        Bernardsville, NJ  07924\n \n \n \n    \n \n \n \n \n \n \n
SUMMARY:Natalie Choate on Estate Planning for Retirement Benefits - Estate Planning Council of Northern New Jersey 
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