Corporate Retirement Plan CPE Seminar Features Natalie B. Choate — American’s Leading Speaker on Retirement Benefits Planning
MANCHESTER, NH - Eldridge Investment Advisors in association with Stephen Eldridge & Company will host A Morning with Natalie B. Choate, Esquire, America's leading speaker on retirement benefits planning on Wednesday, June 16, 2010, at The Derryfield Country Club in Manchester, NH.
The event will cover advanced concepts for retirement benefits for CPAs and attorneys. The program carries 4 hours of complimentary NH or MA CPE credits and 3.6 hours of complimentary NH CLE credits will be provided.
Attorney Choate is author of the book, Life and Death Planning for Retirement Benefits, The Essential Handbook for Estate Planners.
The comprehensive session will cover:
- All things Roth IRA and its unique opportunity in 2010
- Top planning ideas for retirement benefits, and those to avoid
- Common challenges of naming a trust as a beneficiary of benefits
- Minimum distribution trust rules, trust income taxes, etc.
Registration and continental breakfast begins at 7:30 am. Space is limited - RSVP by Friday, June 9, 2010. RSVP by calling 800-821-3812 ext. 340 or e-mailing Sean Riley.
