Estate & Retirement Planning Authority; Author of "Life and Death Planning for Retirement Benefits"; Editorial Advisor for Trusts & Estates
Natalie Choate Biography
Natalie B. Choate, JD, is an authority on estate and distribution planning for retirement benefits, with a focus on the tax, estate planning, and compliance aspects of IRAs and other tax-favored retirement plans. A former estate planning attorney, Choate dedicates her work to writing and lecturing on topics such as individual retirement account regulations, retirement plan compliance, and tax strategies for retirement assets.
Choate is the author of "Life and Death Planning for Retirement Benefits" and "The QPRT Manual," both recognized resources among estate planning professionals. "Life and Death Planning for Retirement Benefits" is frequently referenced by tax and investment professionals for its comprehensive coverage of IRA rules.
Choate has presented seminars to professional and nonprofessional audiences across the United States, Canada, and Puerto Rico, focusing on maximizing the benefits of IRAs, 401(k)s, and other retirement plans. She has taught professional-level courses in estate planning for organizations such as ALI-ABA, the American College of Trust and Estate Counsel, the International Association of Financial Planners, MCLE, Boston Bar Association, and Massachusetts Bar Association. Her speaking engagements include appearances at the Heckerling, Notre Dame, Heart of America, New England, Southern California, Mississippi, and Southern Federal Tax Institutes, as well as the Louis Rukeyser Investors' Conference in Las Vegas.
Choate is a former chairman of the Boston Bar Association Estate Planning Committee, which she founded. She is a fellow and former Regent of the American College of Trust and Estate Counsel and a former chairman of its Employee Benefits Committee. She has received the "Estate Planner of the Year" award from the Boston Estate Planning Council and was among the first 10 attorneys to receive the Distinguished Accredited Estate Planner award from the National Association of Estate Planners and Councils. Choate is also listed in The Best Lawyers in America.
Choate serves as an editorial advisor for several professional periodicals, including "Trusts and Estates," "Ed Slott's IRA Advisor," "The Leimberg Information Service Employee Benefits Newsletter," and "Keeping Current." She writes a monthly column on retirement benefits for MorningstarAdvisor.com and is a contributing author and former co-editor of the book "Drafting Wills and Trusts in Massachusetts." Her insights on estate and retirement planning have been quoted in The Wall Street Journal, Newsweek, Kiplinger's Personal Finance, Forbes, Financial Planning, USA Today, and Financial World.
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How do I book Natalie Choate to speak at my event?
Our experienced booking agents have successfully helped clients around the world secure speakers like Natalie Choate for speaking engagements, personal appearances, product endorsements, or corporate entertainment since 2002. Click the Check Availability button above and complete the form on this page to check availability for Natalie Choate, or call our office at 1.800.698.2536 to discuss your upcoming event. One of our experienced agents will be happy to help you get speaking fee information and check availability for Natalie Choate or any other speaker of your choice. -
What are the speaker fees for Natalie Choate
Speaking fees for Natalie Choate, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. The estimated fees to book Natalie Choate are $10,000 - $20,000 for live events and under $10,000 for virtual events. For the most current speaking fee to hire Natalie Choate, click the Check Availability button above and complete the form on this page, or call our office at 1.800.698.2536 to speak directly with an experienced booking agent. -
What topics does Natalie Choate speak about?
Natalie Choate is a keynote speaker and industry expert whose speaking topics include Aging, Business, Business Consulting, Economy, Ethics & Integrity, Finance, Generational Issues, Government, Law, Real Estate -
Where does Natalie Choate travel from?
Natalie Choate generally travels from Boston, MA, USA, but can be booked for private corporate events, personal appearances, keynote speeches, or other performances. For more details, please contact an AAE Booking agent. -
Who is Natalie Choate’s agent?
AAE Speakers Bureau has successfully booked keynote speakers like Natalie Choate for clients worldwide since 2002. As a full-service speaker booking agency, we have access to virtually any speaker or celebrity in the world. Our agents are happy and able to submit an offer to the speaker or celebrity of your choice, letting you benefit from our reputation and long-standing relationships in the industry. Please click the Check Availability button above and complete the form on this page including the details of your event, or call our office at 1.800.698.2536, and one of our agents will assist you to book Natalie Choate for your next private or corporate function. -
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Natalie Choate is a keynote speaker and industry expert who speaks on a wide range of topics. The estimated speaking fee range to book Natalie Choate for your event is $10,000 - $20,000. Natalie Choate generally travels from Boston, MA, USA and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are Terry Savage, Maddy Dychtwald, Phil Walker, Jeanne Kelly and Adriane Berg. Contact All American Speakers for ratings, reviews, videos and information on scheduling Natalie Choate for an upcoming live or virtual event.
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