Managing for Today and Tomorrow

March 8, March 15, March 22, March 29 and April 5, 2021 | Donnellson, Iowa

A five-session course on passing down the farm through 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

COVID-19 Precautions

We are prioritizing the health and safety of Iowans and are following the most current federal, state, local, and university COVID-19 guidelines. Visit Open for Iowa to learn our protocols to keep Iowans healthy and safe. Cloth face coverings are required while attending this event. 


March 8, March 15, March 22, March 29 and April 5, 2021

Meal and registration at 5:30 pm.
Program 6:00 pM to 9:00 pM.


Lee County Extension and Outreach
414 N Main St
Donnellson, IA 52625

Statewide sponsors

Farm Credit Services




Registration, prior to midnight March 1, 2021

Lee County residents will receive a registration scholarship of $75.00 for attending all five classes. Lee County residents should contact the Lee County Extension Office at 319-835-5116 prior to registering.

Registration includes meal and course materials.


  • Registration deadline is midnight, March 1, 2021. 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


Whitney Weisinger

Whitney Weisinger
program coordinator
Lee County Extension

Charles Brown

Charles Brown
Extension farm management field specialist