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DTSTART:20110510T120000Z
DTEND:20110510T153000Z
LOCATION:UNF - University Center, Jacksonville
UID:543120110510T120000Z194 Best and Worst Planning Ideas For Your Client's Retirement
DTSTAMP:20260414T234028Z
DESCRIPTION:\n  \n \nTime:   Registration - 8:00 to 8:30 AM (Reservations requested by May 5th - see below)\n\n \n            Program - 8:30 AM - 11:30 AM with 10 minute breaks built in\n  \nThe Estate Planning Council of NE Florida is having an all morning program with NATALIE B. CHOATE, ESQ., AEP,  a nationally known speaker.  Members of our EPCFC are invited to attend.\n \n  \nNatalie B. Choate, Esq.\nNutter, McClennen & Fish, LLP, Boston, Massachusetts \nNatalie Choate's practice is limited to estate planning for retirement benefits. Her book Life and Death Planning for Retirement Benefits has sold over 24,000 copies to estate planning and money management professionals.\n \nMiss Choate has taught professional-level courses in estate planning for ALI-ABA, American College of Trust and Estate Counsel, International Association of Financial Planners, MCLE, the Boston and Massachusetts Bar Associations, and other organizations, and has spoken at the Heckerling, Notre Dame, Heart of America, New England, Southern California, Mississippi, Tennessee, Washington State and Southern Federal Tax Institutes. Her comments on estate planning have been quoted in the Wall Street Journal, Newsweek, Kiplinger's Personal Finance, Forbes, Financial Planning and Financial World.  \n[Click here: Event Calendar - Estate Planning Council of Northeast Florida](http://www.nefepc.org/displayevent.web?EventID=4897)  \n  \n \n \nCost:  EPCFC Members - $60.00.  (The non-member walk in cost is $100 )  Members of the Financial Planning Association have a deeper discount too. \n \nContinuing Education Credits - Three Hours expected for Attorneys, CPAs, CFPs and Trust Officers.  Two hours for Life Insurance professionals.\n \nLocation:   University Center, Room #1058, University of North Florida, Jacksonville.\n \nContinental Breakfast - Provided and included.\n \nHandouts - available at the meeting and by email.   (Ms. Choate often charges $100 for this material.)\n  \nRESERVATIONS:   Please contact Miriam Funchess for the EPC of NE FL \nTelephone (904) 744-7490, or email:  miriamkf@comcast.net    \n  Please note this program in Jacksonville is separate from and in addition to our EPCFC program scheduled for May 18th at LPGA in Daytona Beach for which you will receive separate notices. \n \n \n \n \n \n \n
SUMMARY:194 Best and Worst Planning Ideas For Your Client's Retirement - Estate Planning Council of The Fun Coast 
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