This is a great opportunity to meet Natalie Choate, a leading speaker on estate and distribution planning for retirement benefits on April 23, 2015 in one of TWO locations: Palo Alto or San Francisco.
Topic: Recent Developments in Planning for Retirement Benefits and Correcting IRA Mistakes
Location 1: Garden Court Hotel - 520 Cowper Street - Palo Alto, CA
Location 2: The Omni Hotel - 500 California Street - San Francisco, CA
For questions, please email: William.Ruettinger@redcross.org