BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20260515T160000Z
DTEND:20260515T180000Z
LOCATION:Rosamond Gifford Zoo
UID:2897020260515T160000ZAnnual Meeting: Estate Planning for Retirement Benefits 2025-3 (RSVP by 5/1)
DTSTAMP:20260501T222430Z
DESCRIPTION:\nA special thank you to our sponsor!\n \n\n \n \n \nThis is our Annual Meeting (in-person only), joint with Tompkins EPC.\n \nTrust Planning for IRAs: The good and easy, and the traps and pitfalls\n \nFriday, May 15, 2026 from 12pm - 2pm  (RSVP no later than May 1st)\n \nRosamond Gifford Zoo, 1 Conservation Place, Syracuse NY 13204\n \nThe speaker is Natalie Choate.  \n \nBio:  Natalie B. Choate, JD, is a formerly practicing estate planning lawyer based in Wellesley, Massachusetts. Her full time job now is writing and lecturing about the individual tax and estate planning and compliance aspects of IRAs and other tax-favored retirement plans. Her books [Life and Death Planning for Retirement Benefits](https://ataxplan.com/life-and-death-planning-for-retirement-benefits/) and [The QPRT Manual](https://ataxplan.com/the-qprt-manual/) are leading resources for estate planning professionals.\n \nMiss Choate is a former chairman of the Boston Bar Association Estate Planning Committee, which she founded in 1981. She is a former Regent of the American College of Trust and Estate Counsel and former Chairman of its Employee Benefits Committee. She is a member and former officer of the Boston Probate and Estate Planning Forum. She was named “Estate Planner of the Year” by the Boston Estate Planning Council, and was one of the first 10 attorneys to receive the “Distinguished Accredited Estate Planner” award from the National Association of Estate Planners and Councils. She is listed in The Best Lawyers in America.\n \nShe is an editorial advisor for several professional periodicals: Trusts and Estates, Ed Slott’s IRA Advisor, The Leimberg Information Service Employee Benefits Newsletter and Keeping Current. Her articles have been published in ACTEC Notes, Trusts and Estates and Estate Planning magazine. She is a contributing author and former coeditor of the book Drafting Wills and Trusts in Massachusetts.\n \nMiss Choate has taught professional-level courses in estate planning for ALI-ABA (the American Law Institute-American Bar Association), 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, Southern Federal, and many other Tax Institutes. She has lectured in all 50 states, the District of Columbia, and Puerto Rico. Her comments 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 magazines.\n \nFrom 1990 to 1992, Miss Choate served as Chairman of the Boston Bar Association’s ERISA and Employee Benefits Law Committee. A Boston native, she is a graduate of Radcliffe College and Harvard Law School.\n \n \n \nThere is no fee for members to attend.  There is a $50 guest fee for guests to attend.  This must be paid at the door by either check or exact cash.\n \n \n \nCE has been granted by The CFP Board.  The entire presentation must be attended.\n
SUMMARY:Annual Meeting: Estate Planning for Retirement Benefits 2025-3 (RSVP by 5/1) - Estate Planning Council of Central New York 
PRIORITY:3
BEGIN:VALARM
TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR