Managing for Today and Tomorrow: Farm Transition Planning

A five session course on passing down the farm thorugh business, estate, retirement and succession planning.

February 19, February 26, March 5, March 12 and March 19, 2018

Registration and light meal, 5:30 pm, class 6:00 pm to 9:00 pm

Fayette County Extension, 218 S Main St, Fayette, IA

What is Managing for Today and Tomorrow: Farm Transition Planning?

The decisions made during business, estate, retirement and succession planning are combined to form a farm transition plan. Planning ensures the farm can continue to the next generation as a productive agricultural business. This course is taught in the tradition of Annie’s Project and incorporates a comfortable and supportive learning environment. Course participants of all ages and experience levels will be empowered to confidently set goals, nurture effective family or non-family conversations, and define the farm legacy.

Course Curriculum

Business planning

  • Personal and farm business finances
  • Describing farm transition goals and strategies

Estate planning

  • Estate planning terms, concepts and tools
  • Assembling necessary information
  • Strategies for transferring assets

Retirement planning

  • Sources of retirement income
  • Planning for a productive and enjoyable time in life

Succession planning

  • How to have essential conversations
  • Differentiating between fair and equal
  • Strategies for transferring management


  • Brief presentations and extended discussion with women ag professionals
  • Important topics affecting farm operations
  • Learn about resources available to farm women
  • Network with other farm women
  • Annie’s Project is hands-on, not just lectures.  

Statewide sponsors

Local sponsors





Register online.
Print a brochure.
Register by mail

Cost: $75. Includes meals and class materials.

Dates: meets once a week for five weeks on
February 19, February 26, March 5, March 12 and March 19, 2018

Time: meal 5:30 pm, class 6:00 pm to 9:00 pm

Deadline: midnight, February 12, 2018
Class size is limited and pre-registration is required to attend. Registrations accepted on a first-come, first-paid basis.

Cancellation: To cancel your registration please call (515) 294-6429 or email A refund will be issued in 7-10 days.

Confirmation: registration receipts are sent via email. Please provide a valid email address when registering.

For assistance with registration, receipts, cancellation or questions on the status of your registration contact Program Services at (515) 294-6429 or


Deb Kahler
office manager, Fayette County Extension
(563) 425-3331 |

Melissa O'Rourke
Farm Business Management Field Specialist
(712) 395-0006 |