Managing for Today and Tomorrow

February 6, February 13, February 20, February 27 and March 5, 2020 | Webster City, 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

Format

  • 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

When

February 6, February 13, February 20, February 27 and March 5, 2020

Meal and registration at 5:40 pm.
Program 6:00 pM to 9:00 pM.

Where

Hamilton County Extension
311 Bank St
Webster City, IA 50595

Statewide sponsors

Farm Credit Services

USDA

Register

$75

Registration, prior to midnight January 30, 2020

Registration includes meal and course materials.

Reminders

  • Registration deadline is midnight, January 30, 2020. 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 anr@iastate.edu.