Half-Day Seminar with Natalie Choate! Case Studies: Estate Planning for Retirement Benefits after SECURE & Trusts as Beneficiaries of Retirement Benefits
Please join us IN PERSON for our June EPCCC Meeting!
We will be nominating and voting for officers for the 2021 – 2022 fiscal year, followed by the presentation "Case Studies: Estate Planning for Retirement Benefits after SECURE & Trusts as Beneficiaries of Retirement Benefits" by Natalie B. Choate. Attorney Choate is Of Counsel in Nutter’s Private Client Department, has written two books, Life and Death Planning for Retirement Benefits and The QPRT Manual, and was named “Estate Planner of the Year” by the Boston Estate Planning Council.
Please note the time has changed. Check-in will be from 9:30-10. The half day seminar will be from 10-2 with a break for lunch. Anyone interested in golf immediately following the event will be given the opportunity to register. More details on golf to follow in a separate email.
Please RSVP by WEDNESDAY, May 26, 2021 if you would like to attend. You can RSVP directly on our website or simply hit the "RSVP Now for this Event" button on this e-mail for a direct link to the registration page! If you are a current member choose "prepaid" as your payment method on the registration screen.
Guest Fees & Rules: Guest fees of EPCCC members are now $50.00 and are due prior to or at the time of the event. Guest fees can be paid on our website via credit card, or at the event via credit card, cash or check payable to EPCCC. PLEASE NOTE: You may only attend a lifetime maximum of three (3) EPCCC meetings as a guest, beyond that you must become a member. If you become a member on the day of the meeting you are attending as a guest, we will credit the guest fee against your membership fees.
