The Maine Community Foundation and the New Hampshire Charitable Foundation will present "Estate and Distribution Planning for Retirement Benefits," a workshop with speaker Natalie B. Choate, Esq., on Dec. 10, 2010, from 8 a.m. to 1 p.m. at the Sheraton Portsmouth Harborside Hotel and Conference Center in Portsmouth, N.H.
Choate will cover recent developments and current trends, case studies in estate planning for retirement benefits, charitable giving with retirement benefits, and Roth immersion. The workshop costs $50 per person (lunch provided) and application for 4 CLE/CPE credits is in process in Maine and New Hampshire. For more information, contact Jennifer Southard by e-mail or by phone, toll-free, at at 877-700-6800, ext. 2204. To register, click here.
The Maine Community Foundation offers continuing education programs to help professional advisors keep up to date on the most recent developments in philanthropy.
Previous classes have included "Ethics and Charitable Organizations" and "Private Wealth and Charitable Planning," and "A New Frontier: Advising Same-Sex Couples in an Era of Great Change."
Please contact Jennifer Southard, director, of philanthropic services, if you would like to learn more about upcoming continuing legal education opportunities.