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Natalie Choate Presents to the Financial Planning Association of Wisconsin

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10.18.2016

Natalie Choate, a member of Nutter’s Trusts and Estates Department, will serve as the opening keynote presenter at the Financial Planning Association of Wisconsin’s “2016 Financial Planning Symposium - Creating Opportunity For Living The American Dream” in Elkhart Lake, WI on October 18. Natalie will present “The 203 Best & Worst Planning Ideas for Your Client’s Retirement Benefits,” which will focus on which ideas work, which ones probably don’t, and which will win your client a midnight visit from the IRS. Natalie will also discuss tried and true estate planning practices, the nifty distribution tricks used by those in the know, and cutting edge ideas for the daring.

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