Managing for Today and Tomorrow

Succession, business, estate, and retirement planning for farm and ranch women

 

Farm and ranch women are decision makers. Farm and ranch women are generating a cultural tide in American agriculture that is moving management, assets and opportunities to a new wave of beginning farmers across the country.

The decisions made during succession, business, estate, and retirement planning are combined to form a transition plan. A transition plan helps ensure a farm or ranch continues as productive agricultural business.

Managing for Today and Tomorrow focuses on the management processes and decisions needed to make successful transitions.The program includes hands-on activities, interaction with local professionals, and up-to-date resources. Participants of all ages and experience level will practice tasks to increase confidence in setting goals, nurturing effective family conversations, and defining the farm legacy. The five-session program includes a 298 page workbook.


Four components for a successful transition

Succession Planning

A guide and timeframe for transferring knowledge, labor, management and ownership of the farm business.

  • Explore communication barriers that hold back succession planning.
  • Understand the difference between fair and equal.
  • Initiate conversations among family members about farm business succession and estate plans.

Business Planning

Helps you describe and summarize the farm business as it currently is, and your intentions for the future of the business.

  • Understand personal and farm finances and their importance for business management,
    succession, and retirement.
  • Learn how your business plan can be used for farm business development and transition.

Retirement Planning

Prepares members of the established generation to change their management roles in the farm business within a desired timeframe.

  • Develop individual retirement definitions and goals.
  • Investigate retirement options and explore sources of retirement income.

Estate Planning

helps the established generation define their intentions for their future care and for their heirs.

  • Understand key estate planning tools, and concepts.
  • Assemble estate information and begin developing your estate plan.

Participants are encouraged during the course to access class materials and exercises on the internet. Providing your own computer is not required to participate, but encouraged If you have a laptop or tablet with internet access. To assist staff with local arrangements you will be asked during registration if you are bringing a computer.

Statewide sponsors

 

Annie’s Project: Beginning Farmer and Rancher Development Program of the National Institute of Food and Agriculture, USDA, Grant # 2011-49400-30584.

Local sponsors

Many locations are fortunate to have local businesses and organizations that have stepped forward to support Annie's Project in their area. These local sponsors will be recognized when you attend the first class. Please be sure to thank the local sponsors for their support of Iowa State University Extension and Outreach!

 

Locations, schedule and registration

  • This course meets once a week for five weeks. The beginning date for each location is listed in the table below.
  • Registration is $75 and includes refreshments and class notebook.
  • Class enrollment is limited to keep class sizes small and encourage discussion. Registrations accepted on first-come first-paid basis.
  • Preregistration is required to attend an Annie's Project course. Registration deadlines for each location are listed below.
  • Online registration closes at midnight for the listed deadline. Mail registrations must be postmarked on or before the listed date.
  • Cancellations requesting a refund must be received by midnight of the registration deadline listed below. Call (515) 294-6429 or email anr@iastate.edu to cancel your registration.
  • To register and pay using a MasterCard, VISA or Discover please complete online registration by clicking the red button below for the location you wish to attend.
  • To register and pay using a check please print the registration form for the location you wish to attend and mail to: ANR Program Services, 1151 NSRIC, Ames, Iowa 50011-3310
  • Registration confirmation and a receipt are sent via email. Please provide a valid email address during the registration process.
  • If you need assistance with registration please contact the county office hosting the location you wish to attend.

City Location (linked to Google map) Start date Time Registration deadline Registration County web page
Cherokee Cherokee County Extension, 209 Centennial Dr, Cherokee, IA August 25 Light supper 5:30 pm
Class 6:00-9:00 pm
August 15 This class has reached capacity and registration is closed. To be placed on a waiting list please call (515) 294-6429 or email anr@iastate.edu
Graettinger Energy Panel Structures, 603 N Van Gordon, Graettinger, IA August 26 Light supper 5:30 pm
Class 6:00-9:00 pm
August 22


Questions?

For location-specific questions please contact the Extension offfice of the host county (follow links above to contact information).

For registration questions (receipts, cancellation of registration, status of registration) contact ANR Program Services at (515) 294-6429 or anr@iastate.edu.