Estate Planning Advisor Seminars with Natalie Choate

Natalie Choate

This is a great opportunity to hear Natalie Choate, nationally renowned speaker on estate and distribution planning for retirement benefits in one of two locations: Palo Alto or San Francisco.

Palo Alto Location

  • Location: Garden Court Hotel, 520 Cowper Street, Palo Alto, CA
  • Time: 8:00 a.m. – 11:45 a.m.
  • Continental Breakfast and Program:8:00 a.m.
  • San Francisco Location

  • Location: The Omni Hotel, 500 California Street, San Francisco, CA
  • Time: 1:15 p.m. – 4:30 p.m.
  • Reception: 4:30 p.m. – 5:30 p.m.
  • Topic: Charitable Giving with Retirement Benefits & Recent Developments in Planning for Retirement Benefits

    For questions, please email: