LEOMINSTER — The Community Foundation of North Central Massachusetts and the Montachusett Estate and Retirement Planning Council are hosting a seminar for professional advisors titled: “201 Best (and worst) planning ideas for your client’s retirement benefits” on Oct. 21, at the Doubletree by Hilton Hotel Leominster.
This seminar looks at over 100 planning ideas developed by estate planning attorneys, financial planners, life insurance professionals, accountants, investment advisors, retirement plan-owners and others interested in maximizing the value of retirement benefits.
The guest speaker is Natalie B. Choate, a leading speaker on estate and distribution planning for retirement benefits, who has taught hundreds of seminars to professional audiences. She practices law, which is limited to consulting on estate planning and retirement benefits, in Boston, with the firm of Nutter McClennen & Fish LLP. Choate books “Life and Death Planning for Retirement Benefits” and “The QPRT Manual” are leading resources for estate planning professionals.
The event is sponsored by Robert C. Alario, Certified Public Accountants, PC; Aubuchon Hardware; Gelinas & Ward, LLC; The Mason Companies and Beth and Richard Nobile.
Seating is limited for the Oct. 21, 4 p.m. to 8 p.m., event. RSVP to The Community Foundation of North Central Massachusetts at 978-345-8383, ext. 303 or email@example.com.