Managing for Today and Tomorrow

March 7, March 14, March 21, March 28, and April 4, 2019 | Elkader, Iowa

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

What is the 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.

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


  • Topics of importance to your future in farming
  • Brief presentations and extended discussions
  • Practical hands-on activities
  • Decision making resources available to you
  • Comfortable and supportive learning environment
  • Networking with other farm women


March 7, March 14, March 21, March 28, and April 4, 2019

Program 9:00 aM to 12:00 pM. A light meal is served at noon each class.


Keystone AEA
1400 N 2nd St
Elkader, IA 52043

Statewide sponsors

Farm Credit Services




Registration, prior to midnight February 28, 2019

Registration includes meal and course materials.


  • Registration deadline is midnight, February 28, 2019. Pre-registration is required.
  • Class size is limited and pre-registration is required to attend. Registrations accepted on a first-come, first-paid basis.
  • Confirmation of registration is sent via email. Please provide a valid email address when registering
  • To cancel your registration, or for assistance with registration, receipts, or questions on the status of your registration contact Program Services at (515) 294-6429 or


Jade Hargrafen

Holly Loan
executive coordinator
Clayton County Extension

Melissa O'Rourke

Melissa O'Rourke
Extension farm management field specialist